Madison 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 | $336K | Buy |
2,107
+1
| +0% | +$159 | 0.07% | 115 |
|
|
2025
Q1 | $359K | Buy |
2,106
+36
| +2% | +$6.14K | 0.09% | 98 |
|
|
2024
Q4 | $347K | Buy |
2,070
+1
| +0% | +$168 | 0.1% | 104 |
|
|
2024
Q3 | $358K | Buy |
2,069
+74
| +4% | +$12.8K | 0.11% | 98 |
|
|
2024
Q2 | $329K | Sell |
1,995
-49
| -2% | -$8.08K | 0.11% | 85 |
|
|
2024
Q1 | $332K | Sell |
2,044
-218
| -10% | -$35.4K | 0.12% | 86 |
|
|
2023
Q4 | $331K | Buy |
2,262
+208
| +10% | +$30.5K | 0.13% | 81 |
|
|
2023
Q3 | $300K | Buy |
2,054
+25
| +1% | +$3.65K | 0.15% | 65 |
|
|
2023
Q2 | $308K | Sell |
2,029
-75
| -4% | -$11.4K | 0.14% | 67 |
|
|
2023
Q1 | $313K | Sell |
2,104
-250
| -11% | -$37.2K | 0.16% | 62 |
|
|
2022
Q4 | $357K | Buy |
2,354
+80
| +4% | +$12.1K | 0.21% | 55 |
|
|
2022
Q3 | $287K | Buy |
2,274
+234
| +11% | +$29.5K | 0.19% | 57 |
|
|
2022
Q2 | $293K | Hold |
2,040
| – | – | 0.19% | 59 |
|
|
2022
Q1 | $312K | Buy |
2,040
+14
| +0.7% | +$2.14K | 0.17% | 52 |
|
|
2021
Q4 | $331K | Buy |
2,026
+71
| +4% | +$11.6K | 0.17% | 49 |
|
|
2021
Q3 | $273K | Hold |
1,955
| – | – | 0.15% | 52 |
|
|
2021
Q2 | $264K | Buy |
+1,955
| New | +$264K | 0.15% | 52 |
|