MLA
My Legacy Advisors’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $830K | Buy |
5,234
+442
| +9% | +$70.1K | 0.3% | 95 |
|
2025
Q1 | $817K | Buy |
4,792
+88
| +2% | +$15K | 0.32% | 91 |
|
2024
Q4 | $751K | Sell |
4,704
-494
| -10% | -$78.9K | 0.29% | 95 |
|
2024
Q3 | $900K | Sell |
5,198
-1,314
| -20% | -$228K | 0.36% | 83 |
|
2024
Q2 | $1.07M | Sell |
6,512
-137
| -2% | -$22.6K | 0.34% | 81 |
|
2024
Q1 | $1.08M | Sell |
6,649
-69
| -1% | -$11.2K | 0.36% | 73 |
|
2023
Q4 | $1.01M | Sell |
6,718
-1,284
| -16% | -$193K | 0.37% | 78 |
|
2023
Q3 | $1.19M | Sell |
8,002
-231
| -3% | -$34.2K | 0.48% | 60 |
|
2023
Q2 | $1.23M | Buy |
8,233
+837
| +11% | +$125K | 0.48% | 55 |
|
2023
Q1 | $1.12M | Buy |
7,396
+118
| +2% | +$17.8K | 0.48% | 67 |
|
2022
Q4 | $1.04M | Buy |
7,278
+153
| +2% | +$21.8K | 0.44% | 79 |
|
2022
Q3 | $891K | Buy |
7,125
+275
| +4% | +$34.4K | 0.45% | 68 |
|
2022
Q2 | $1M | Sell |
6,850
-160
| -2% | -$23.4K | 0.5% | 57 |
|
2022
Q1 | $1.07M | Buy |
+7,010
| New | +$1.07M | 0.5% | 54 |
|