Luminvest 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	–	Sell	-1,182	Closed	-$201K	–	42
2025 Q1	$201K	Buy	+1,182	New	+$201K	0.08%	32
2024 Q4	–	Sell	-1,183	Closed	-$204K	–	35
2024 Q3	$204K	Hold	1,183	–	–	0.08%	34
2024 Q2	$204K	Buy	+1,183	New	+$204K	0.1%	34