Phillips Financial 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 | $324K | Buy |
2,033
+366
| +22% | +$58.3K | 0.02% | 158 |
|
|
2025
Q1 | $284K | Buy |
1,667
+162
| +11% | +$27.6K | 0.02% | 161 |
|
|
2024
Q4 | $252K | Buy |
1,505
+49
| +3% | +$8.22K | 0.02% | 158 |
|
|
2024
Q3 | $252K | Buy |
1,456
+48
| +3% | +$8.31K | 0.02% | 164 |
|
|
2024
Q2 | $232K | Buy |
1,408
+142
| +11% | +$23.4K | 0.02% | 170 |
|
|
2024
Q1 | $205K | Buy |
+1,266
| New | +$205K | 0.02% | 177 |
|