Private Wealth Management 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 | $573K | Sell |
3,596
-76
| -2% | -$12.1K | 0.19% | 48 |
|
2025
Q1 | $626K | Sell |
3,672
-27
| -0.7% | -$4.6K | 0.23% | 44 |
|
2024
Q4 | $620K | Sell |
3,699
-207
| -5% | -$34.7K | 0.24% | 43 |
|
2024
Q3 | $677K | Buy |
3,906
+8
| +0.2% | +$1.39K | 0.27% | 41 |
|
2024
Q2 | $643K | Sell |
3,898
-4
| -0.1% | -$660 | 0.28% | 40 |
|
2024
Q1 | $633K | Sell |
3,902
-113
| -3% | -$18.3K | 0.29% | 37 |
|
2023
Q4 | $588K | Buy |
+4,015
| New | +$588K | 0.29% | 39 |
|