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 |
|