Lifeworks Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
4,294
-253
| -6% | -$40.3K | 0.1% | 161 |
|
|
2025
Q1 | $775K | Sell |
4,547
-388
| -8% | -$66.1K | 0.13% | 144 |
|
|
2024
Q4 | $827K | Buy |
4,935
+41
| +0.8% | +$6.87K | 0.15% | 129 |
|
|
2024
Q3 | $848K | Sell |
4,894
-54
| -1% | -$9.35K | 0.17% | 128 |
|
|
2024
Q2 | $816K | Sell |
4,948
-107
| -2% | -$17.6K | 0.23% | 99 |
|
|
2024
Q1 | $820K | Sell |
5,055
-377
| -7% | -$61.2K | 0.23% | 98 |
|
|
2023
Q4 | $796K | Buy |
5,432
+17
| +0.3% | +$2.49K | 0.27% | 89 |
|
|
2023
Q3 | $790K | Sell |
5,415
-603
| -10% | -$87.9K | 0.31% | 90 |
|
|
2023
Q2 | $913K | Sell |
6,018
-1,185
| -16% | -$180K | 0.39% | 79 |
|
|
2023
Q1 | $1.07M | Buy |
7,203
+593
| +9% | +$88.2K | 0.51% | 72 |
|
|
2022
Q4 | $1M | Sell |
6,610
-774
| -10% | -$117K | 0.56% | 61 |
|
|
2022
Q3 | $995K | Buy |
7,384
+628
| +9% | +$84.6K | 0.57% | 62 |
|
|
2022
Q2 | $972K | Buy |
6,756
+1,822
| +37% | +$262K | 0.62% | 51 |
|
|
2022
Q1 | $754K | Sell |
4,934
-5,161
| -51% | -$789K | 0.5% | 72 |
|
|
2021
Q4 | $1.65M | Buy |
+10,095
| New | +$1.65M | 1.32% | 19 |
|