Provenance Wealth Advisors’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 | $303K | Hold |
1,899
| – | – | 0.04% | 90 |
|
|
2025
Q1 | $324K | Hold |
1,899
| – | – | 0.05% | 97 |
|
|
2024
Q4 | $318K | Hold |
1,899
| – | – | 0.04% | 117 |
|
|
2024
Q3 | $329K | Buy |
1,899
+127
| +7% | +$22K | 0.04% | 120 |
|
|
2024
Q2 | $292K | Sell |
1,772
-55
| -3% | -$9.07K | 0.04% | 115 |
|
|
2024
Q1 | $296K | Buy |
1,827
+55
| +3% | +$8.92K | 0.04% | 117 |
|
|
2023
Q4 | $260K | Hold |
1,772
| – | – | 0.04% | 115 |
|
|
2023
Q3 | $258K | Buy |
+1,772
| New | +$258K | 0.04% | 103 |
|