Precedent Wealth Partners’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	$271K	Buy	1,702 +408	+32%	+$65K	0.07%	154
2025 Q1	$221K	Buy	1,294 +10	+0.8%	+$1.7K	0.06%	148
2024 Q4	$215K	Buy	+1,284	New	+$215K	0.07%	145
2024 Q1	–	Sell	-7,272	Closed	-$1.07M	–	141
2023 Q4	$1.07M	Buy	+7,272	New	+$1.07M	0.54%	42