Philip James Wealth Mangement’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 | $904K | Buy |
5,676
+477
| +9% | +$76K | 0.12% | 89 |
|
|
2025
Q1 | $886K | Sell |
5,199
-7
| -0.1% | -$1.19K | 0.11% | 85 |
|
|
2024
Q4 | $873K | Hold |
5,206
| – | – | 0.11% | 83 |
|
|
2024
Q3 | $902K | Buy |
5,206
+2,700
| +108% | +$468K | 0.11% | 79 |
|
|
2024
Q2 | $413K | Sell |
2,506
-236
| -9% | -$38.9K | 0.28% | 36 |
|
|
2024
Q1 | $445K | Buy |
2,742
+16
| +0.6% | +$2.6K | 0.32% | 35 |
|
|
2023
Q4 | $399K | Buy |
+2,726
| New | +$399K | 0.31% | 39 |
|