MBL Wealth’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
$1.08M Buy
2025
Q2
$965K Sell
2025
Q1
$1.07M Buy
2024
Q4
$929K Sell
2024
Q3
$1.04M Buy
2024
Q2
$986K Sell
2024
Q1
$1.06M Sell
2023
Q4
$1.08M Buy
2023
Q3
$1.01M Buy
2023
Q2
$877K Sell
2023
Q1
$870K Sell
2022
Q4
$908K Buy
2022
Q3
$637K Buy
2022
Q2
$681K Sell
2022
Q1
$879K Buy
2021
Q1
$559K Buy
2020
Q4
$488K Buy