Modern 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 | $9.65M | Sell |
60,543
-4,083
| -6% | -$651K | 0.24% | 100 |
|
|
2025
Q1 | $11M | Buy |
64,626
+8,480
| +15% | +$1.45M | 0.35% | 68 |
|
|
2024
Q4 | $9.41M | Buy |
56,146
+12,451
| +28% | +$2.09M | 0.35% | 68 |
|
|
2024
Q3 | $7.57M | Buy |
43,695
+420
| +1% | +$72.7K | 0.46% | 41 |
|
|
2024
Q2 | $7.14M | Buy |
43,275
+1,396
| +3% | +$230K | 0.53% | 35 |
|
|
2024
Q1 | $6.79M | Buy |
41,879
+2,971
| +8% | +$482K | 0.63% | 26 |
|
|
2023
Q4 | $5.7M | Buy |
+38,908
| New | +$5.7M | 0.72% | 23 |
|