LJI Wealth Management’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 | $358K | Sell |
2,247
-12
| -0.5% | -$1.91K | 0.06% | 129 |
|
|
2025
Q1 | $385K | Sell |
2,259
-63
| -3% | -$10.7K | 0.08% | 108 |
|
|
2024
Q4 | $389K | Sell |
2,322
-109
| -4% | -$18.3K | 0.08% | 110 |
|
|
2024
Q3 | $421K | Buy |
2,431
+603
| +33% | +$104K | 0.09% | 123 |
|
|
2024
Q2 | $301K | Sell |
1,828
-229
| -11% | -$37.8K | 0.07% | 141 |
|
|
2024
Q1 | $334K | Buy |
2,057
+684
| +50% | +$111K | 0.09% | 111 |
|
|
2023
Q4 | $201K | Buy |
+1,373
| New | +$201K | 0.05% | 160 |
|