Northwest Financial Advisors’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 | $646K | Sell |
4,057
-1,068
| -21% | -$170K | 0.9% | 32 |
|
|
2025
Q1 | $873K | Sell |
5,125
-54
| -1% | -$9.2K | 0.72% | 36 |
|
|
2024
Q4 | $868K | Buy |
5,179
+138
| +3% | +$23.1K | 0.72% | 36 |
|
|
2024
Q3 | $873K | Buy |
5,041
+8
| +0.2% | +$1.39K | 0.69% | 33 |
|
|
2024
Q2 | $830K | Sell |
5,033
-18
| -0.4% | -$2.97K | 0.84% | 26 |
|
|
2024
Q1 | $819K | Buy |
5,051
+12
| +0.2% | +$1.95K | 0.9% | 29 |
|
|
2023
Q4 | $738K | Buy |
+5,039
| New | +$738K | 0.63% | 31 |
|