Morton Brown Family 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 | $40K | Hold |
251
| – | – | 0.01% | 119 |
|
|
2025
Q1 | $42.8K | Buy |
251
+115
| +85% | +$19.6K | 0.01% | 109 |
|
|
2024
Q4 | $22.8K | Hold |
136
| – | – | 0.01% | 134 |
|
|
2024
Q3 | $23.6K | Hold |
136
| – | – | 0.01% | 128 |
|
|
2024
Q2 | $22.9K | Hold |
136
| – | – | 0.01% | 125 |
|
|
2024
Q1 | $22.1K | Sell |
136
-281
| -67% | -$45.6K | 0.01% | 118 |
|
|
2023
Q4 | $61.1K | Buy |
417
+281
| +207% | +$41.2K | 0.03% | 90 |
|
|
2023
Q3 | $19.8K | Hold |
136
| – | – | 0.01% | 109 |
|
|
2023
Q2 | $20.6K | Sell |
136
-19
| -12% | -$2.88K | 0.01% | 102 |
|
|
2023
Q1 | $23K | Buy |
155
+19
| +14% | +$2.83K | 0.01% | 99 |
|
|
2022
Q4 | $20.6K | Hold |
136
| – | – | 0.01% | 98 |
|
|
2022
Q3 | $17K | Sell |
136
-41
| -23% | -$5.13K | 0.01% | 95 |
|
|
2022
Q2 | $25K | Buy |
177
+41
| +30% | +$5.79K | 0.02% | 88 |
|
|
2022
Q1 | $21K | Sell |
136
-155
| -53% | -$23.9K | 0.02% | 91 |
|
|
2021
Q4 | $48K | Buy |
+291
| New | +$48K | 0.04% | 77 |
|