Provence 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
2023
Q4
$802K Buy
5,475
+853
+18% +$125K 0.43% 52
2023
Q3
$674K Sell
4,622
-434
-9% -$63.3K 0.41% 53
2023
Q2
$767K Sell
5,056
-823
-14% -$125K 0.45% 46
2023
Q1
$874K Buy
5,879
+2,517
+75% +$374K 0.58% 41
2022
Q4
$510K Buy
+3,362
New +$510K 0.42% 56