SWP
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Sagespring Wealth Partners’s Procter & Gamble PG Stock Holding History

Sagespring Wealth Partners’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.11M Buy
50,888
+239
+0.5% +$38.1K 0.17% 73
2025
Q1 		$8.63M Buy
50,649
+4,596
+10% +$783K 0.22% 57
2024
Q4 		$7.72M Buy
+46,053
New +$7.72M 0.2% 56