Nova R 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
$256K Sell
1,608
-72
-4% -$11.5K 0.12% 72
2025
Q1
$286K Buy
1,680
+78
+5% +$13.3K 0.14% 65
2024
Q4
$269K Buy
1,602
+3
+0.2% +$503 0.14% 67
2024
Q3
$277K Buy
1,599
+4
+0.3% +$693 0.14% 69
2024
Q2
$263K Buy
1,595
+3
+0.2% +$495 0.14% 68
2024
Q1
$258K Buy
1,592
+3
+0.2% +$487 0.13% 70
2023
Q4
$233K Buy
+1,589
New +$233K 0.15% 59
2023
Q3
Sell
-1,336
Closed -$203K 59
2023
Q2
$203K Buy
+1,336
New +$203K 0.14% 60
2023
Q1
Sell
-1,433
Closed -$217K 73
2022
Q4
$217K Buy
+1,433
New +$217K 0.16% 69
2022
Q3
Sell
-1,430
Closed -$206K 71
2022
Q2
$206K Buy
1,430
+1
+0.1% +$144 0.17% 69
2022
Q1
$218K Buy
1,429
+2
+0.1% +$305 0.19% 67
2021
Q4
$233K Buy
+1,427
New +$233K 0.19% 71