Quantum Financial 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 | $652K | Buy |
4,095
+526
| +15% | +$83.8K | 0.09% | 81 |
|
|
2025
Q1 | $608K | Sell |
3,569
-52
| -1% | -$8.86K | 0.09% | 83 |
|
|
2024
Q4 | $607K | Sell |
3,621
-176
| -5% | -$29.5K | 0.09% | 84 |
|
|
2024
Q3 | $658K | Hold |
3,797
| – | – | 0.1% | 80 |
|
|
2024
Q2 | $626K | Hold |
3,797
| – | – | 0.11% | 76 |
|
|
2024
Q1 | $616K | Sell |
3,797
-52
| -1% | -$8.44K | 0.11% | 76 |
|
|
2023
Q4 | $564K | Sell |
3,849
-1,389
| -27% | -$204K | 0.14% | 47 |
|
|
2023
Q3 | $764K | Buy |
5,238
+1,439
| +38% | +$210K | 0.22% | 35 |
|
|
2023
Q2 | $576K | Sell |
3,799
-271
| -7% | -$41.1K | 0.17% | 39 |
|
|
2023
Q1 | $605K | Sell |
4,070
-196
| -5% | -$29.1K | 0.19% | 33 |
|
|
2022
Q4 | $647K | Buy |
4,266
+522
| +14% | +$79.1K | 0.29% | 26 |
|
|
2022
Q3 | $473K | Buy |
3,744
+42
| +1% | +$5.31K | 0.21% | 34 |
|
|
2022
Q2 | $542K | Buy |
+3,702
| New | +$542K | 0.2% | 35 |
|