Martel Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $699K | Hold |
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|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $769K | Hold |
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|
2024
Q4 | $756K | Buy |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $205K | Hold |
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|
2021
Q4 | $233K | Buy |
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