Litman Gregory Wealth Management’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 Q4	$25.5K	Buy	+178	New	+$26.2K	﹤0.01%	257
2023 Q4	–	Sell	-2,046	Closed	-$298K	–	124
2023 Q3	$298K	Buy	+2,046	New	+$313K	0.03%	103
2020 Q4	–	Sell	-41	Closed	-$6K	–	212
2020 Q3	$6K	Buy	+41	New	+$5.44K	﹤0.01%	172
2020 Q1	–	Sell	-87	Closed	-$11K	–	196
2019 Q4	$11K	Buy	87 +64	+278%	+$7.83K	﹤0.01%	144
2019 Q3	$3K	Sell	23 -22	-49%	-$2.6K	﹤0.01%	168
2019 Q2	$5K	Buy	+45	New	+$4.8K	﹤0.01%	175
2018 Q2	–	Sell	-650	Closed	-$52K	–	152
2018 Q1	$52K	Sell	650 -1,250	-66%	-$104K	0.02%	95
2017 Q4	$175	Hold	1,900	–	–	0.05%	33
2017 Q3	$173K	Buy	+1,900	New	+$173K	0.08%	32