Portside Wealth Group’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
$2.27M Buy
14,271
+573
+4% +$91.3K 0.34% 69
2025
Q1
$2.33M Buy
13,698
+1,478
+12% +$252K 0.38% 69
2024
Q4
$2.05M Buy
12,220
+230
+2% +$38.6K 0.34% 71
2024
Q3
$2.08M Sell
11,990
-7,057
-37% -$1.22M 0.35% 70
2024
Q2
$3.14M Sell
19,047
-449
-2% -$74K 0.6% 41
2024
Q1
$3.16M Sell
19,496
-974
-5% -$158K 0.59% 39
2023
Q4
$3M Sell
20,470
-1,077
-5% -$158K 0.56% 46
2023
Q3
$3.14M Sell
21,547
-210
-1% -$30.6K 0.59% 45
2023
Q2
$3.3M Buy
+21,757
New +$3.3M 0.61% 42