Monograph Wealth Advisors’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,681
Closed -$1.41M 151
2024
Q1
$1.41M Buy
8,681
+6,612
+320% +$1.07M 0.21% 40
2023
Q4
$303K Sell
2,069
-24,102
-92% -$3.53M 0.05% 83
2023
Q3
$3.82M Buy
+26,171
New +$3.82M 0.75% 17