Plan Group Financial’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
$331K Sell
2,080
-167
-7% -$26.6K 0.11% 125
2025
Q1
$383K Sell
2,247
-1,272
-36% -$217K 0.14% 111
2024
Q4
$590K Sell
3,519
-25
-0.7% -$4.19K 0.31% 63
2024
Q3
$614K Sell
3,544
-36
-1% -$6.24K 0.32% 62
2024
Q2
$590K Buy
3,580
+2,170
+154% +$358K 0.36% 63
2024
Q1
$229K Buy
1,410
+37
+3% +$6.01K 0.15% 84
2023
Q4
$201K Sell
1,373
-68
-5% -$9.96K 0.18% 67
2023
Q3
$210K Sell
1,441
-598
-29% -$87.2K 0.15% 65
2023
Q2
$317K Buy
+2,039
New +$317K 0.26% 48