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