LMG Wealth Partners’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 | $2.93M | Buy |
18,370
+418
| +2% | +$66.6K | 0.6% | 51 |
|
|
2025
Q1 | $3.06M | Buy |
17,952
+95
| +0.5% | +$16.2K | 0.68% | 46 |
|
|
2024
Q4 | $2.99M | Buy |
17,857
+638
| +4% | +$107K | 0.65% | 47 |
|
|
2024
Q3 | $2.98M | Hold |
17,219
| – | – | 0.68% | 44 |
|
|
2024
Q2 | $2.84M | Buy |
17,219
+26
| +0.2% | +$4.29K | 0.71% | 42 |
|
|
2024
Q1 | $2.79M | Buy |
17,193
+579
| +3% | +$93.9K | 0.7% | 45 |
|
|
2023
Q4 | $2.43M | Hold |
16,614
| – | – | 0.68% | 45 |
|
|
2023
Q3 | $2.42M | Buy |
16,614
+823
| +5% | +$120K | 0.74% | 42 |
|
|
2023
Q2 | $2.4M | Buy |
15,791
+70
| +0.4% | +$10.6K | 0.73% | 42 |
|
|
2023
Q1 | $2.34M | Buy |
15,721
+914
| +6% | +$136K | 0.76% | 41 |
|
|
2022
Q4 | $2.23M | Buy |
+14,807
| New | +$2.23M | 0.74% | 44 |
|