Montis Financial’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $711K | Buy |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $556K | Buy |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $529K | Buy |
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|
2022
Q4 | $538K | Hold |
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|
2022
Q3 | $448K | Sell |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $561K | Hold |
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|
2021
Q4 | $601K | Sell |
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|
2021
Q3 | $543K | Sell |
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|
2021
Q2 | $823K | Hold |
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|
2021
Q1 | $819K | Hold |
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|
2020
Q4 | $783K | Buy |
|