LM 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 | $351K | Sell |
2,203
-4,722
| -68% | -$752K | 0.05% | 142 |
|
|
2025
Q1 | $1.18M | Sell |
6,925
-499
| -7% | -$85K | 0.21% | 82 |
|
|
2024
Q4 | $1.25M | Buy |
7,424
+5,220
| +237% | +$875K | 0.22% | 75 |
|
|
2024
Q3 | $382K | Hold |
2,204
| – | – | 0.08% | 132 |
|
|
2024
Q2 | $364K | Sell |
2,204
-67
| -3% | -$11.1K | ﹤0.01% | 145 |
|
|
2024
Q1 | $369K | Sell |
2,271
-1,000
| -31% | -$162K | 0.06% | 160 |
|
|
2023
Q4 | $479K | Buy |
+3,271
| New | +$479K | 0.1% | 122 |
|