Nvest Financial’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 | $440K | Sell |
2,760
-445
| -14% | -$70.9K | 0.23% | 74 |
|
|
2025
Q1 | $546K | Sell |
3,205
-205
| -6% | -$34.9K | 0.29% | 64 |
|
|
2024
Q4 | $572K | Sell |
3,410
-170
| -5% | -$28.5K | 0.29% | 74 |
|
|
2024
Q3 | $620K | Sell |
3,580
-69
| -2% | -$12K | 0.35% | 62 |
|
|
2024
Q2 | $602K | Buy |
3,649
+48
| +1% | +$7.92K | 0.37% | 54 |
|
|
2024
Q1 | $584K | Buy |
3,601
+170
| +5% | +$27.6K | 0.39% | 53 |
|
|
2023
Q4 | $503K | Buy |
3,431
+52
| +2% | +$7.62K | 0.4% | 50 |
|
|
2023
Q3 | $493K | Sell |
3,379
-391
| -10% | -$57K | 0.46% | 41 |
|
|
2023
Q2 | $572K | Buy |
3,770
+15
| +0.4% | +$2.28K | 0.5% | 40 |
|
|
2023
Q1 | $558K | Buy |
3,755
+405
| +12% | +$60.2K | 0.58% | 40 |
|
|
2022
Q4 | $508K | Buy |
3,350
+474
| +16% | +$71.8K | 0.64% | 38 |
|
|
2022
Q3 | $363K | Buy |
2,876
+33
| +1% | +$4.17K | 0.51% | 40 |
|
|
2022
Q2 | $409K | Buy |
2,843
+17
| +0.6% | +$2.45K | 0.43% | 44 |
|
|
2022
Q1 | $432K | Buy |
+2,826
| New | +$432K | 0.36% | 54 |
|