MGB Wealth Management’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 | $557K | Sell |
3,496
-686
| -16% | -$109K | 0.18% | 114 |
|
|
2025
Q1 | $706K | Sell |
4,182
-496
| -11% | -$83.8K | 0.26% | 96 |
|
|
2024
Q4 | $783K | Buy |
4,678
+493
| +12% | +$82.5K | 0.24% | 81 |
|
|
2024
Q3 | $726K | Hold |
4,185
| – | – | 0.26% | 85 |
|
|
2024
Q2 | $694K | Buy |
4,185
+1,690
| +68% | +$280K | 0.26% | 87 |
|
|
2024
Q1 | $405K | Hold |
2,495
| – | – | 0.16% | 132 |
|
|
2023
Q4 | $366K | Buy |
+2,495
| New | +$366K | 0.18% | 136 |
|