Lodestone 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 | $256K | Sell |
1,068
-563
| -35% | -$135K | 0.12% | 143 |
|
|
2025
Q1 | $278K | Buy |
1,631
+10
| +0.6% | +$1.71K | 0.15% | 126 |
|
|
2024
Q4 | $272K | Hold |
1,621
| – | – | 0.14% | 124 |
|
|
2024
Q3 | $281K | Sell |
1,621
-124
| -7% | -$21.5K | 0.14% | 117 |
|
|
2024
Q2 | $288K | Buy |
1,745
+29
| +2% | +$4.78K | 0.15% | 123 |
|
|
2024
Q1 | $278K | Sell |
1,716
-91
| -5% | -$14.8K | 0.15% | 126 |
|
|
2023
Q4 | $265K | Buy |
1,807
+10
| +0.6% | +$1.47K | 0.15% | 127 |
|
|
2023
Q3 | $262K | Buy |
1,797
+23
| +1% | +$3.35K | 0.18% | 114 |
|
|
2023
Q2 | $269K | Buy |
+1,774
| New | +$269K | 0.18% | 115 |
|
|
2023
Q1 | – | Sell |
-1,689
| Closed | -$256K | – | 127 |
|
|
2022
Q4 | $256K | Buy |
+1,689
| New | +$256K | 0.21% | 106 |
|