Naviter 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
$3.1M Sell
19,477
-58
-0.3% -$9.24K 0.38% 65
2025
Q1
$3.28M Sell
19,535
-93
-0.5% -$15.6K 0.4% 63
2024
Q4
$3.29M Buy
19,628
+393
+2% +$65.9K 0.4% 60
2024
Q3
$3.33M Buy
19,235
+470
+3% +$81.4K 0.46% 52
2024
Q2
$3.09M Buy
18,765
+1,112
+6% +$183K 0.46% 52
2024
Q1
$2.86M Buy
17,653
+1,970
+13% +$320K 0.47% 54
2023
Q4
$2.3M Buy
15,683
+2,957
+23% +$433K 0.46% 53
2023
Q3
$1.86M Buy
12,726
+779
+7% +$114K 0.45% 50
2023
Q2
$1.81M Buy
11,947
+1,318
+12% +$200K 0.46% 48
2023
Q1
$1.58M Buy
10,629
+17
+0.2% +$2.53K 0.55% 39
2022
Q4
$1.51M Buy
10,612
+1,901
+22% +$271K 0.42% 51
2022
Q3
$1.1M Buy
8,711
+909
+12% +$115K 0.45% 45
2022
Q2
$1.12M Buy
+7,802
New +$1.12M 0.46% 42