ROI Financial 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
$2.91M Sell
18,259
-132
-0.7% -$21K 1.85% 18
2025
Q1
$3.13M Sell
18,391
-492
-3% -$83.8K 2.28% 17
2024
Q4
$3.17M Buy
18,883
+34
+0.2% +$5.7K 2.16% 16
2024
Q3
$3.26M Buy
18,849
+194
+1% +$33.6K 2.25% 15
2024
Q2
$3.08M Sell
18,655
-214
-1% -$35.3K 2.23% 14
2024
Q1
$3.06M Sell
18,869
-341
-2% -$55.3K 2.41% 13
2023
Q4
$2.82M Buy
+19,210
New +$2.82M 2.33% 14