McClarren Financial 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
2026 Q1	$697K	Buy	4,825 +3,118	+183%	+$473K	0.41%	41
2025 Q4	$688K	Sell	1,707 -2,471	-59%	-$364K	0.41%	43
2025 Q3	$744K	Sell	4,178 -1,700	-29%	-$266K	0.46%	40
2025 Q2	$937K	Buy	5,878 +1,627	+38%	+$266K	0.61%	34
2025 Q1	$827K	Buy	+4,251	New	+$712K	0.55%	32
2024 Q4	–	Sell	-4,050	Closed	-$3.22K	–	284
2024 Q3	$3.22K	Buy	4,050 +2,896	+251%	+$492K	0.4%	26
2024 Q2	$757K	Sell	1,154 -3,419	-75%	-$559K	0.53%	34
2024 Q1	$742K	Buy	4,573 +637	+16%	+$99.9K	0.53%	36
2023 Q4	$577K	Buy	3,936 +15	+0.4%	+$2.22K	0.44%	39
2023 Q3	$571K	Buy	3,921 +15	+0.4%	+$2.29K	0.5%	33
2023 Q2	$592K	Buy	3,906 +14	+0.4%	+$2.11K	0.49%	34
2023 Q1	$576K	Buy	3,892 +14	+0.4%	+$2K	0.52%	33
2022 Q4	$587K	Buy	3,878 +737	+23%	+$103K	0.56%	31
2022 Q3	$396K	Buy	+3,141	New	+$446K	0.39%	43
2022 Q2	–	Sell	-2,770	Closed	-$423K	–	199
2022 Q1	$423K	Buy	2,770 +6	+0.2%	+$939	0.31%	42
2021 Q4	$452K	Buy	2,764 +9	+0.3%	+$1.34K	0.31%	41
2021 Q3	$385K	Buy	2,755 +8	+0.3%	+$1.13K	0.3%	38
2021 Q2	$370K	Buy	2,747 +1,037	+61%	+$140K	0.3%	38
2021 Q1	$231K	Buy	1,710 +2	+0.1%	+$261	0.21%	44
2020 Q4	$237K	Buy	+1,708	New	+$239K	0.23%	40