Planned Solutions’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
$660K Buy
4,142
+84
+2% +$13.4K 0.25% 49
2025
Q1
$692K Buy
4,058
+218
+6% +$37.2K 0.28% 41
2024
Q4
$644K Buy
3,840
+2
+0.1% +$335 0.26% 42
2024
Q3
$665K Buy
3,838
+2
+0.1% +$346 0.27% 39
2024
Q2
$633K Buy
3,836
+2
+0.1% +$330 0.31% 38
2024
Q1
$622K Sell
3,834
-82
-2% -$13.3K 0.31% 39
2023
Q4
$574K Buy
3,916
+2
+0.1% +$293 0.27% 42
2023
Q3
$571K Buy
3,914
+2
+0.1% +$292 0.34% 35
2023
Q2
$594K Buy
3,912
+2
+0.1% +$303 0.35% 35
2023
Q1
$581K Buy
3,910
+181
+5% +$26.9K 0.37% 34
2022
Q4
$565K Buy
3,729
+162
+5% +$24.6K 0.41% 33
2022
Q3
$450K Sell
3,567
-68
-2% -$8.58K 0.38% 34
2022
Q2
$523K Buy
3,635
+2
+0.1% +$288 0.49% 28
2022
Q1
$555K Buy
3,633
+84
+2% +$12.8K 0.39% 32
2021
Q4
$581K Buy
+3,549
New +$581K 0.39% 36
2021
Q2
$559K Buy
4,143
+596
+17% +$80.4K 0.39% 33
2021
Q1
$480K Hold
3,547
0.37% 32
2020
Q4
$494K Buy
3,547
+104
+3% +$14.5K 0.4% 25
2020
Q3
$479K Buy
+3,443
New +$479K 0.47% 22