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Perissos Private Wealth Management’s Procter & Gamble PG Stock Holding History

Perissos Private Wealth Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,107
Closed -$856K – 87
2024
Q4 		$856K Sell
5,107
-196
-4% -$32.9K 0.64% 44
2024
Q3 		$919K Sell
5,303
-97
-2% -$16.8K 0.74% 42
2024
Q2 		$891K Buy
+5,400
New +$891K 0.8% 38