Planning Center Inc’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
$994K Sell
6,240
-3
-0% -$478 0.11% 32
2025
Q1
$1.06M Buy
6,243
+1
+0% +$170 0.13% 30
2024
Q4
$1.05M Sell
6,242
-130
-2% -$21.8K 0.13% 30
2024
Q3
$1.1M Sell
6,372
-96
-1% -$16.6K 0.14% 30
2024
Q2
$1.07M Sell
6,468
-4
-0.1% -$660 0.14% 30
2024
Q1
$1.05M Sell
6,472
-1,108
-15% -$180K 0.23% 27
2023
Q4
$1.11M Sell
7,580
-8
-0.1% -$1.17K 0.26% 26
2023
Q3
$1.11M Sell
7,588
-160
-2% -$23.3K 0.29% 25
2023
Q2
$1.18M Buy
7,748
+277
+4% +$42K 0.3% 24
2023
Q1
$1.13M Buy
7,471
+4,219
+130% +$640K 0.31% 20
2022
Q4
$493K Sell
3,252
-105
-3% -$15.9K 0.15% 33
2022
Q3
$417K Sell
3,357
-16
-0.5% -$1.99K 0.33% 21
2022
Q2
$493K Buy
3,373
+388
+13% +$56.7K 0.39% 21
2022
Q1
$456K Hold
2,985
1.31% 15
2021
Q4
$485K Buy
+2,985
New +$485K 0.39% 19