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 |
|