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