Petix & Botte Financial’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 | $465K | Hold |
2,920
| – | – | 0.11% | 91 |
|
|
2025
Q1 | $498K | Hold |
2,920
| – | – | 0.13% | 80 |
|
|
2024
Q4 | $490K | Hold |
2,920
| – | – | 0.13% | 88 |
|
|
2024
Q3 | $506K | Hold |
2,920
| – | – | 0.13% | 71 |
|
|
2024
Q2 | $482K | Buy |
2,920
+1,460
| +100% | +$241K | 0.14% | 71 |
|
|
2024
Q1 | $237K | Sell |
1,460
-1,460
| -50% | -$237K | 0.06% | 126 |
|
|
2023
Q4 | $428K | Hold |
2,920
| – | – | 0.13% | 79 |
|
|
2023
Q3 | $426K | Sell |
2,920
-26
| -0.9% | -$3.79K | 0.13% | 72 |
|
|
2023
Q2 | $447K | Buy |
2,946
+1,473
| +100% | +$224K | 0.14% | 71 |
|
|
2023
Q1 | $219K | Buy |
+1,473
| New | +$219K | 0.15% | 71 |
|
|
2022
Q2 | – | Sell |
-2,484
| Closed | -$380K | – | 100 |
|
|
2022
Q1 | $380K | Buy |
2,484
+1,242
| +100% | +$190K | 0.12% | 77 |
|
|
2021
Q4 | $203K | Sell |
1,242
-1,542
| -55% | -$252K | 0.13% | 82 |
|
|
2021
Q3 | $390K | Buy |
+2,784
| New | +$390K | 0.13% | 73 |
|