PFG Private 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 |
-968
| Closed | -$165K | – | 190 |
|
|
2025
Q1 | $165K | Sell |
968
-56
| -5% | -$9.54K | 0.09% | 68 |
|
|
2024
Q4 | $172K | Buy |
1,024
+51
| +5% | +$8.55K | 0.1% | 54 |
|
|
2024
Q3 | $169K | Buy |
+973
| New | +$169K | 0.1% | 63 |
|
|
2023
Q4 | – | Sell |
-225
| Closed | -$32.8K | – | 281 |
|
|
2023
Q3 | $32.8K | Sell |
225
-611
| -73% | -$89.1K | 0.02% | 131 |
|
|
2023
Q2 | $127K | Sell |
836
-105
| -11% | -$15.9K | 0.07% | 79 |
|
|
2023
Q1 | $140K | Sell |
941
-1,031
| -52% | -$153K | 0.09% | 67 |
|
|
2022
Q4 | $299K | Buy |
1,972
+13
| +0.7% | +$1.97K | 0.19% | 37 |
|
|
2022
Q3 | $247K | Buy |
1,959
+133
| +7% | +$16.8K | 0.16% | 38 |
|
|
2022
Q2 | $263K | Buy |
1,826
+1,171
| +179% | +$169K | 0.15% | 43 |
|
|
2022
Q1 | $100K | Buy |
655
+10
| +2% | +$1.53K | 0.05% | 127 |
|
|
2021
Q4 | $106K | Buy |
+645
| New | +$106K | 0.05% | 97 |
|