Perfromance 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 | $835K | Buy |
5,239
+1,803
| +52% | +$287K | 0.03% | 78 |
|
|
2025
Q1 | $586K | Sell |
3,436
-299
| -8% | -$51K | 0.02% | 83 |
|
|
2024
Q4 | $626K | Sell |
3,735
-101
| -3% | -$16.9K | 0.02% | 88 |
|
|
2024
Q3 | $664K | Sell |
3,836
-11
| -0.3% | -$1.91K | 0.02% | 84 |
|
|
2024
Q2 | $634K | Sell |
3,847
-340
| -8% | -$56.1K | 0.02% | 73 |
|
|
2024
Q1 | $679K | Sell |
4,187
-487
| -10% | -$79K | 0.03% | 78 |
|
|
2023
Q4 | $685K | Sell |
4,674
-1,064
| -19% | -$156K | 0.03% | 81 |
|
|
2023
Q3 | $837K | Hold |
5,738
| – | – | 0.04% | 81 |
|
|
2023
Q2 | $874K | Sell |
5,738
-140
| -2% | -$21.3K | 0.04% | 85 |
|
|
2023
Q1 | $874K | Sell |
5,878
-625
| -10% | -$92.9K | 0.04% | 83 |
|
|
2022
Q4 | $986K | Buy |
6,503
+952
| +17% | +$144K | 0.06% | 71 |
|
|
2022
Q3 | $701K | Buy |
5,551
+332
| +6% | +$41.9K | 0.04% | 82 |
|
|
2022
Q2 | $750K | Buy |
5,219
+531
| +11% | +$76.3K | 0.04% | 81 |
|
|
2022
Q1 | $716K | Buy |
4,688
+8
| +0.2% | +$1.22K | 0.03% | 92 |
|
|
2021
Q4 | $766K | Buy |
+4,680
| New | +$766K | 0.03% | 94 |
|