Milestone Asset 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 | – | Sell |
-2,118
| Closed | -$361K | – | 234 |
|
|
2025
Q1 | $361K | Sell |
2,118
-4,885
| -70% | -$833K | 0.08% | 172 |
|
|
2024
Q4 | $1.17M | Buy |
+7,003
| New | +$1.17M | 0.26% | 88 |
|
|
2024
Q3 | – | Sell |
-8,628
| Closed | -$1.42M | – | 223 |
|
|
2024
Q2 | $1.42M | Sell |
8,628
-2,762
| -24% | -$456K | 0.36% | 56 |
|
|
2024
Q1 | $1.85M | Buy |
+11,390
| New | +$1.85M | 0.53% | 46 |
|