Safe Harbor Fiduciary’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
$489K Buy
3,071
+137
+5% +$21.8K 0.46% 45
2025
Q1
$500K Sell
2,934
-14
-0.5% -$2.39K 0.52% 40
2024
Q4
$494K Buy
2,948
+100
+4% +$16.8K 0.5% 39
2024
Q3
$493K Buy
+2,848
New +$493K 0.46% 42