MSWA
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Marshall & Sterling Wealth Advisors’s Procter & Gamble PG Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Sell
7,321
-175
-2% -$27.9K 0.79% 30
2025
Q1 		$1.28M Sell
7,496
-983
-12% -$168K 0.87% 32
2024
Q4 		$1.42M Buy
+8,479
New +$1.42M 0.98% 30