ORG Wealth Partners’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
$572K Sell
3,549
-51
-1% -$8.23K 0.14% 106
2025
Q1
$615K Buy
3,600
+794
+28% +$136K 0.19% 96
2024
Q4
$471K Sell
2,806
-1,900
-40% -$319K 0.15% 72
2024
Q3
$815K Buy
+4,706
New +$815K 0.27% 33