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McCarter Private Wealth Services’s Procter & Gamble PG Stock Holding History

McCarter Private Wealth Services’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 		$4.03M Buy
25,286
+430
+2% +$68.5K 2.3% 11
2025
Q1 		$4.24M Buy
24,856
+35
+0.1% +$5.97K 2.77% 10
2024
Q4 		$4.16M Hold
24,821
– – 2.64% 11
2024
Q3 		$4.3M Buy
+24,821
New +$4.3M 2.72% 11