Novak & Powell Financial Services’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
$1.43M Buy
8,948
+9
+0.1% +$1.43K 0.99% 21
2025
Q1
$1.52M Buy
8,939
+89
+1% +$15.2K 0.95% 25
2024
Q4
$1.48M Sell
8,850
-2,864
-24% -$480K 0.88% 29
2024
Q3
$2.03M Buy
11,714
+8
+0.1% +$1.39K 1.18% 20
2024
Q2
$1.93M Sell
11,706
-105
-0.9% -$17.3K 1.2% 19
2024
Q1
$1.92M Sell
11,811
-17
-0.1% -$2.76K 1.43% 14
2023
Q4
$1.73M Buy
+11,828
New +$1.73M 1.16% 20