Oak Harvest Investment 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
$6.8M Buy
42,708
+1,685
+4% +$268K 0.85% 42
2025
Q1
$6.99M Buy
41,023
+1,570
+4% +$268K 0.98% 37
2024
Q4
$6.61M Sell
39,453
-1,329
-3% -$223K 0.92% 39
2024
Q3
$7.06M Buy
40,782
+5,546
+16% +$961K 1.01% 40
2024
Q2
$5.81M Buy
35,236
+883
+3% +$146K 0.9% 42
2024
Q1
$5.57M Sell
34,353
-15,046
-30% -$2.44M 0.91% 41
2023
Q4
$7.24M Buy
49,399
+1,626
+3% +$238K 1.45% 25
2023
Q3
$6.97M Buy
47,773
+8,615
+22% +$1.26M 1.47% 25
2023
Q2
$5.94M Buy
39,158
+9,433
+32% +$1.43M 1.33% 30
2023
Q1
$4.42M Buy
29,725
+4,228
+17% +$629K 1.02% 39
2022
Q4
$3.86M Sell
25,497
-66
-0.3% -$10K 1.01% 39
2022
Q3
$3.23M Buy
+25,563
New +$3.23M 0.86% 44