RTD 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 | – | Sell |
-1,197
| Closed | -$204K | – | 118 |
|
2025
Q1 | $204K | Buy |
+1,197
| New | +$204K | 0.03% | 116 |
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$303K | – | 93 |
|
2022
Q4 | $303K | Hold |
2,000
| – | – | 0.05% | 87 |
|
2022
Q3 | $252K | Sell |
2,000
-12
| -0.6% | -$1.51K | 0.05% | 86 |
|
2022
Q2 | $289K | Sell |
2,012
-21
| -1% | -$3.02K | 0.04% | 93 |
|
2022
Q1 | $311K | Buy |
2,033
+21
| +1% | +$3.21K | 0.04% | 94 |
|
2021
Q4 | $329K | Buy |
+2,012
| New | +$329K | 0.04% | 98 |
|