Lifeworks Advisors’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$684K Sell
2025
Q1
$775K Sell
2024
Q4
$827K Buy
2024
Q3
$848K Sell
2024
Q2
$816K Sell
2024
Q1
$820K Sell
2023
Q4
$796K Buy
2023
Q3
$790K Sell
2023
Q2
$913K Sell
2023
Q1
$1.07M Buy
2022
Q4
$1M Sell
2022
Q3
$995K Buy
2022
Q2
$972K Buy
2022
Q1
$754K Sell
2021
Q4
$1.65M Buy