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 |
|