Robinson Smith Wealth 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 | $753K | Buy |
4,729
+45
| +1% | +$7.17K | 0.6% | 32 |
|
|
2025
Q1 | $798K | Hold |
4,684
| – | – | 0.67% | 33 |
|
|
2024
Q4 | $785K | Hold |
4,684
| – | – | 0.67% | 33 |
|
|
2024
Q3 | $811K | Sell |
4,684
-387
| -8% | -$67K | 0.69% | 34 |
|
|
2024
Q2 | $836K | Buy |
5,071
+59
| +1% | +$9.73K | 0.74% | 35 |
|
|
2024
Q1 | $813K | Sell |
5,012
-9
| -0.2% | -$1.46K | 0.78% | 31 |
|
|
2023
Q4 | $736K | Buy |
+5,021
| New | +$736K | 0.72% | 34 |
|