Quotient Wealth Partners’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
$2.09M Buy
13,099
+753
+6% +$120K 0.06% 74
2025
Q1
$2.1M Sell
12,346
-1,987
-14% -$339K 0.07% 69
2024
Q4
$2.4M Sell
14,333
-974
-6% -$163K 0.08% 60
2024
Q3
$2.65M Sell
15,307
-1,288
-8% -$223K 0.09% 56
2024
Q2
$2.74M Sell
16,595
-6,174
-27% -$1.02M 0.1% 53
2024
Q1
$3.69M Sell
22,769
-7,988
-26% -$1.3M 0.13% 49
2023
Q4
$4.51M Buy
+30,757
New +$4.51M 0.17% 58