Marion 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 | $1.91M | Buy |
12,014
+405
| +3% | +$64.5K | 0.48% | 50 |
|
2025
Q1 | $1.98M | Buy |
11,609
+7,612
| +190% | +$1.3M | 0.53% | 47 |
|
2024
Q4 | $670K | Buy |
3,997
+213
| +6% | +$35.7K | 0.18% | 83 |
|
2024
Q3 | $655K | Buy |
3,784
+422
| +13% | +$73.1K | 0.17% | 82 |
|
2024
Q2 | $554K | Sell |
3,362
-27
| -0.8% | -$4.45K | 0.16% | 86 |
|
2024
Q1 | $550K | Buy |
3,389
+599
| +21% | +$97.2K | 0.16% | 85 |
|
2023
Q4 | $409K | Sell |
2,790
-3,750
| -57% | -$550K | 0.13% | 90 |
|
2023
Q3 | $954K | Buy |
6,540
+4,766
| +269% | +$695K | 0.34% | 60 |
|
2023
Q2 | $269K | Buy |
1,774
+85
| +5% | +$12.9K | 0.1% | 96 |
|
2023
Q1 | $251K | Hold |
1,689
| – | – | 0.09% | 96 |
|
2022
Q4 | $256K | Hold |
1,689
| – | – | 0.11% | 92 |
|
2022
Q3 | $213K | Buy |
+1,689
| New | +$213K | 0.11% | 97 |
|