Rockport 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 | $540K | Buy |
+3,388
| New | +$540K | 0.13% | 48 |
|
2025
Q1 | – | Sell |
-3,186
| Closed | -$535K | – | 61 |
|
2024
Q4 | $535K | Buy |
3,186
+147
| +5% | +$24.7K | 0.24% | 41 |
|
2024
Q3 | $526K | Sell |
3,039
-99
| -3% | -$17.1K | 0.14% | 42 |
|
2024
Q2 | $518K | Sell |
3,138
-417
| -12% | -$68.8K | 0.22% | 40 |
|
2024
Q1 | $577K | Buy |
+3,555
| New | +$577K | 0.39% | 35 |
|