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