National Wealth Management Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.67M | Buy |
9,777
+512
| +6% | +$87.3K | 1.1% | 23 |
|
|
2024
Q4 | $1.55M | Buy |
9,265
+257
| +3% | +$43.1K | 1.03% | 23 |
|
|
2024
Q3 | $1.56M | Sell |
9,008
-795
| -8% | -$138K | 1.06% | 25 |
|
|
2024
Q2 | $1.62M | Sell |
9,803
-1,867
| -16% | -$308K | 1.23% | 23 |
|
|
2024
Q1 | $1.89M | Buy |
11,670
+323
| +3% | +$52.4K | 1.47% | 20 |
|
|
2023
Q4 | $1.66M | Buy |
11,347
+231
| +2% | +$33.9K | 1.61% | 19 |
|
|
2023
Q3 | $1.62M | Sell |
11,116
-11
| -0.1% | -$1.6K | 1.76% | 17 |
|
|
2023
Q2 | $1.75M | Buy |
11,127
+747
| +7% | +$117K | 1.82% | 15 |
|
|
2023
Q1 | $1.62M | Sell |
10,380
-1,681
| -14% | -$262K | 1.85% | 11 |
|
|
2022
Q4 | $1.83M | Buy |
12,061
+1,797
| +18% | +$272K | 2.19% | 10 |
|
|
2022
Q3 | $1.3M | Buy |
10,264
+116
| +1% | +$14.6K | 1.68% | 15 |
|
|
2022
Q2 | $1.46M | Sell |
10,148
-5,447
| -35% | -$783K | 1.84% | 11 |
|
|
2022
Q1 | $2.38M | Buy |
15,595
+1,364
| +10% | +$208K | 2.3% | 12 |
|
|
2021
Q4 | $2.33M | Buy |
+14,231
| New | +$2.33M | 2.18% | 8 |
|