Running Point Capital 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
$392K Sell
2,460
-40
-2% -$6.37K 0.11% 91
2025
Q1
$426K Buy
2,500
+445
+22% +$75.8K 0.14% 83
2024
Q4
$345K Buy
2,055
+155
+8% +$26K 0.12% 81
2024
Q3
$329K Hold
1,900
0.13% 74
2024
Q2
$313K Sell
1,900
-68
-3% -$11.2K 0.13% 76
2024
Q1
$319K Buy
+1,968
New +$319K 0.14% 74