Mitchell & Pahl Private Wealth’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
$3.33M Buy
20,878
+354
+2% +$56.4K 1.47% 8
2025
Q1
$3.5M Buy
20,524
+1
+0% +$170 1.63% 8
2024
Q4
$3.44M Buy
20,523
+248
+1% +$41.6K 1.61% 5
2024
Q3
$3.51M Buy
20,275
+1,334
+7% +$231K 1.63% 7
2024
Q2
$3.12M Sell
18,941
-59
-0.3% -$9.73K 1.65% 8
2024
Q1
$3.08M Buy
19,000
+124
+0.7% +$20.1K 1.62% 10
2023
Q4
$2.77M Sell
18,876
-488
-3% -$71.5K 1.57% 10
2023
Q3
$2.82M Buy
19,364
+447
+2% +$65.2K 1.68% 7
2023
Q2
$2.87M Buy
18,917
+86
+0.5% +$13.1K 1.73% 7
2023
Q1
$2.8M Buy
18,831
+160
+0.9% +$23.8K 1.75% 6
2022
Q4
$2.83M Buy
18,671
+7
+0% +$1.06K 1.86% 5
2022
Q3
$2.36M Buy
18,664
+94
+0.5% +$11.9K 1.74% 7
2022
Q2
$2.67M Buy
18,570
+283
+2% +$40.7K 1.86% 7
2022
Q1
$2.79M Buy
18,287
+297
+2% +$45.4K 1.78% 6
2021
Q4
$2.94M Buy
17,990
+123
+0.7% +$20.1K 1.89% 6
2021
Q3
$2.5M Buy
17,867
+68
+0.4% +$9.51K 1.8% 6
2021
Q2
$2.4M Buy
17,799
+168
+1% +$22.7K 1.72% 8
2021
Q1
$2.39M Buy
17,631
+276
+2% +$37.4K 1.85% 7
2020
Q4
$2.42M Buy
+17,355
New +$2.42M 2.03% 6