Marks Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,222
| Closed | -$1.04M | – | 20 |
|
|
2024
Q4 | $1.04M | Hold |
6,222
| – | – | 0.5% | 7 |
|
|
2024
Q3 | $1.08M | Hold |
6,222
| – | – | 0.46% | 16 |
|
|
2024
Q2 | $1.03M | Hold |
6,222
| – | – | 0.45% | 9 |
|
|
2024
Q1 | $1.01M | Hold |
6,222
| – | – | 0.38% | 9 |
|
|
2023
Q4 | $912K | Hold |
6,222
| – | – | 0.49% | 8 |
|
|
2023
Q3 | $908K | Sell |
6,222
-123
| -2% | -$17.9K | 34.44% | 1 |
|
|
2023
Q2 | $963K | Sell |
6,345
-337
| -5% | -$51.1K | 0.99% | 3 |
|
|
2023
Q1 | $994K | Hold |
6,682
| – | – | 8.91% | 2 |
|
|
2022
Q4 | $1.01M | Hold |
6,682
| – | – | 4.23% | 4 |
|
|
2022
Q3 | $844K | Hold |
6,682
| – | – | 1.27% | 4 |
|
|
2022
Q2 | $961K | Hold |
6,682
| – | – | 1.13% | 6 |
|
|
2022
Q1 | $1.02M | Hold |
6,682
| – | – | 0.31% | 20 |
|
|
2021
Q4 | $1.09M | Hold |
6,682
| – | – | 0.34% | 19 |
|
|
2021
Q3 | $934K | Hold |
6,682
| – | – | 0.31% | 16 |
|
|
2021
Q2 | $902K | Hold |
6,682
| – | – | 0.3% | 22 |
|
|
2021
Q1 | $905K | Hold |
6,682
| – | – | 0.3% | 24 |
|
|
2020
Q4 | $930K | Buy |
+6,682
| New | +$930K | 0.32% | 25 |
|