Orgel Wealth Management’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 | – | Sell |
-1,197
| Closed | -$204K | – | 90 |
|
|
2025
Q1 | $204K | Sell |
1,197
-100
| -8% | -$17K | 0.01% | 81 |
|
|
2024
Q4 | $217K | Hold |
1,297
| – | – | 0.01% | 83 |
|
|
2024
Q3 | $225K | Buy |
1,297
+40
| +3% | +$6.93K | 0.01% | 78 |
|
|
2024
Q2 | $207K | Hold |
1,257
| – | – | 0.01% | 77 |
|
|
2024
Q1 | $204K | Buy |
+1,257
| New | +$204K | 0.01% | 80 |
|
|
2023
Q1 | – | Sell |
-1,348
| Closed | -$204K | – | 77 |
|
|
2022
Q4 | $204K | Buy |
+1,348
| New | +$204K | 0.01% | 75 |
|