Martel Wealth Advisors’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 | $725K | Buy |
4,549
+39
| +0.9% | +$6.21K | 0.13% | 36 |
|
|
2025
Q1 | $769K | Hold |
4,510
| – | – | 0.15% | 34 |
|
|
2024
Q4 | $756K | Buy |
4,510
+3,000
| +199% | +$503K | 0.15% | 35 |
|
|
2024
Q3 | $255K | Hold |
1,510
| – | – | 0.05% | 45 |
|
|
2024
Q2 | $249K | Sell |
1,510
-120
| -7% | -$19.8K | 0.05% | 45 |
|
|
2024
Q1 | $264K | Hold |
1,630
| – | – | 0.06% | 44 |
|
|
2023
Q4 | $239K | Hold |
1,630
| – | – | 0.05% | 50 |
|
|
2023
Q3 | $238K | Hold |
1,630
| – | – | 0.06% | 47 |
|
|
2023
Q2 | $247K | Hold |
1,630
| – | – | 0.06% | 47 |
|
|
2023
Q1 | $242K | Hold |
1,630
| – | – | 0.06% | 47 |
|
|
2022
Q4 | $247K | Buy |
1,630
+200
| +14% | +$30.3K | 0.07% | 44 |
|
|
2022
Q3 | $221K | Hold |
1,430
| – | – | 0.06% | 46 |
|
|
2022
Q2 | $221K | Hold |
1,430
| – | – | 0.06% | 46 |
|
|
2022
Q1 | $205K | Hold |
1,430
| – | – | 0.05% | 49 |
|
|
2021
Q4 | $233K | Buy |
+1,430
| New | +$233K | 0.06% | 45 |
|