Phillips Wealth Planners’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 | $1.07M | Buy |
6,747
+191
| +3% | +$30.2K | 0.97% | 25 |
|
|
2025
Q1 | $1.09M | Buy |
6,556
+339
| +5% | +$56.6K | 1.16% | 19 |
|
|
2024
Q4 | $986K | Buy |
6,217
+368
| +6% | +$58.4K | 0.98% | 25 |
|
|
2024
Q3 | $1.01M | Buy |
5,849
+176
| +3% | +$30.3K | 0.97% | 22 |
|
|
2024
Q2 | $946K | Buy |
5,673
+730
| +15% | +$122K | 1% | 23 |
|
|
2024
Q1 | $771K | Sell |
4,943
-483
| -9% | -$75.3K | 0.89% | 26 |
|
|
2023
Q4 | $804K | Sell |
5,426
-32
| -0.6% | -$4.74K | 0.97% | 27 |
|
|
2023
Q3 | $809K | Buy |
5,458
+108
| +2% | +$16K | 1.1% | 22 |
|
|
2023
Q2 | $812K | Sell |
5,350
-303
| -5% | -$46K | 1.06% | 22 |
|
|
2023
Q1 | $885K | Buy |
5,653
+2
| +0% | +$313 | 1.17% | 22 |
|
|
2022
Q4 | $792K | Buy |
+5,651
| New | +$792K | 1.38% | 20 |
|