Pine Harbor 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
$512K Buy
3,216
+1
+0% +$159 0.18% 52
2025
Q1
$548K Sell
3,215
-3
-0.1% -$511 0.22% 49
2024
Q4
$540K Sell
3,218
-152
-5% -$25.5K 0.22% 50
2024
Q3
$584K Buy
3,370
+16
+0.5% +$2.77K 0.29% 47
2024
Q2
$553K Buy
3,354
+155
+5% +$25.6K 0.33% 46
2024
Q1
$519K Buy
3,199
+35
+1% +$5.68K 0.33% 52
2023
Q4
$464K Buy
+3,164
New +$464K 0.35% 55