Morningstar Investment Management’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
Q2
$552K Buy
2025
Q1
Sell
2024
Q4
$664K Sell
2024
Q3
$722K Hold
2024
Q2
$690K Sell
2024
Q1
$860K Hold
2023
Q4
$777K Hold
2023
Q3
$773K Buy
2023
Q2
$798K Hold
2023
Q1
$782K Sell
2022
Q4
$807K Buy