Quantum Private 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 | $694K | Sell |
4,357
-300
| -6% | -$47.8K | 0.22% | 76 |
|
|
2025
Q1 | $794K | Sell |
4,657
-240
| -5% | -$40.9K | 0.3% | 64 |
|
|
2024
Q4 | $821K | Sell |
4,897
-15
| -0.3% | -$2.52K | 0.26% | 70 |
|
|
2024
Q3 | $851K | Hold |
4,912
| – | – | 0.29% | 69 |
|
|
2024
Q2 | $810K | Sell |
4,912
-118
| -2% | -$19.5K | 0.29% | 69 |
|
|
2024
Q1 | $816K | Hold |
5,030
| – | – | 0.3% | 69 |
|
|
2023
Q4 | $737K | Hold |
5,030
| – | – | 0.31% | 75 |
|
|
2023
Q3 | $734K | Hold |
5,030
| – | – | 0.35% | 70 |
|
|
2023
Q2 | $763K | Hold |
5,030
| – | – | 0.35% | 66 |
|
|
2023
Q1 | $748K | Sell |
5,030
-69
| -1% | -$10.3K | 0.41% | 58 |
|
|
2022
Q4 | $773K | Buy |
5,099
+250
| +5% | +$37.9K | 0.49% | 53 |
|
|
2022
Q3 | $612K | Hold |
4,849
| – | – | 0.38% | 64 |
|
|
2022
Q2 | $697K | Hold |
4,849
| – | – | 0.41% | 56 |
|
|
2022
Q1 | $741K | Sell |
4,849
-155
| -3% | -$23.7K | 0.32% | 64 |
|
|
2021
Q4 | $818K | Buy |
+5,004
| New | +$818K | 0.31% | 66 |
|