QTR Family Wealth’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
$344K Sell
2,160
-5,003
-70% -$797K 0.21% 103
2025
Q1
$1.22M Buy
+7,163
New +$1.22M 0.92% 31