Premier Path 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 | $1.5M | Sell |
9,402
-282
| -3% | -$44.9K | 0.21% | 112 |
|
2025
Q1 | $1.65M | Sell |
9,684
-381
| -4% | -$64.9K | 0.26% | 93 |
|
2024
Q4 | $1.69M | Buy |
10,065
+298
| +3% | +$50K | 0.26% | 90 |
|
2024
Q3 | $1.69M | Sell |
9,767
-276
| -3% | -$47.8K | 0.27% | 90 |
|
2024
Q2 | $1.66M | Buy |
10,043
+721
| +8% | +$119K | 0.28% | 88 |
|
2024
Q1 | $1.51M | Sell |
9,322
-595
| -6% | -$96.2K | 0.28% | 91 |
|
2023
Q4 | $1.44M | Buy |
+9,917
| New | +$1.44M | 0.32% | 77 |
|