Sage Financial Management Group’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 | $202K | Hold |
1,267
| – | – | 0.07% | 55 |
|
|
2025
Q1 | $216K | Sell |
1,267
-13
| -1% | -$2.22K | 0.08% | 53 |
|
|
2024
Q4 | $215K | Sell |
1,280
-41
| -3% | -$6.89K | 0.08% | 50 |
|
|
2024
Q3 | $229K | Buy |
+1,321
| New | +$229K | 0.09% | 50 |
|
|
2024
Q2 | – | Sell |
-1,432
| Closed | -$232K | – | 34 |
|
|
2024
Q1 | $232K | Buy |
+1,432
| New | +$232K | 0.11% | 49 |
|
|
2021
Q2 | – | Sell |
-897
| Closed | -$121K | – | 91 |
|
|
2021
Q1 | $121K | Buy |
+897
| New | +$121K | 0.09% | 37 |
|