One Charles Private Wealth Services’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $584K | Buy |
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|
2025
Q4 | $544K | Sell |
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|
2025
Q3 | $596K | Sell |
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|
2025
Q2 | $659K | Buy |
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|
2025
Q1 | $687K | Sell |
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|
2024
Q4 | $676K | Hold |
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|
2024
Q3 | $698K | Sell |
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|
2024
Q2 | $667K | Sell |
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|
2024
Q1 | $659K | Buy |
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|
2023
Q4 | $578K | Sell |
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|
2023
Q3 | $582K | Sell |
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|
2023
Q2 | $622K | Sell |
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|
2023
Q1 | $619K | Sell |
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $556K | Buy |
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|
2022
Q2 | $642K | Sell |
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|
2022
Q1 | $674K | Buy |
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|
2021
Q4 | $720K | Sell |
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|
2021
Q3 | $618K | Buy |
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|
2021
Q2 | $596K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $587K | Buy |
|