Mosaic Family Wealth Partners’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 | $1.38M | Sell |
8,671
-163
| -2% | -$26K | 0.18% | 60 |
|
|
2025
Q1 | $1.51M | Buy |
8,834
+135
| +2% | +$23K | 0.21% | 51 |
|
|
2024
Q4 | $1.46M | Buy |
8,699
+15
| +0.2% | +$2.52K | 0.21% | 52 |
|
|
2024
Q3 | $1.5M | Sell |
8,684
-15
| -0.2% | -$2.6K | 0.22% | 50 |
|
|
2024
Q2 | $1.43M | Sell |
8,699
-46
| -0.5% | -$7.59K | 0.23% | 53 |
|
|
2024
Q1 | $1.42M | Buy |
8,745
+1,142
| +15% | +$185K | 0.23% | 51 |
|
|
2023
Q4 | $1.11M | Buy |
7,603
+84
| +1% | +$12.3K | 0.19% | 60 |
|
|
2023
Q3 | $1.1M | Buy |
7,519
+5
| +0.1% | +$729 | 0.22% | 51 |
|
|
2023
Q2 | $1.14M | Buy |
7,514
+2
| +0% | +$303 | 0.22% | 50 |
|
|
2023
Q1 | $1.12M | Buy |
7,512
+8
| +0.1% | +$1.19K | 0.23% | 50 |
|
|
2022
Q4 | $1.14M | Buy |
+7,504
| New | +$1.14M | 0.32% | 51 |
|