Optivise Advisory 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	$542K	Buy	3,403 +327	+11%	+$52.1K	0.28%	87
2025 Q1	$524K	Sell	3,076 -124	-4%	-$21.1K	0.29%	81
2024 Q4	$536K	Buy	3,200 +54	+2%	+$9.05K	0.29%	83
2024 Q3	$545K	Sell	3,146 -441	-12%	-$76.4K	0.29%	72
2024 Q2	$592K	Buy	+3,587	New	+$592K	0.32%	73