Sandy Cove 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
$796K Buy
4,998
+157
+3% +$25K 0.29% 53
2025
Q1
$825K Buy
4,841
+137
+3% +$23.4K 0.33% 49
2024
Q4
$789K Buy
4,704
+193
+4% +$32.4K 0.31% 50
2024
Q3
$781K Buy
4,511
+32
+0.7% +$5.54K 0.32% 51
2024
Q2
$739K Buy
4,479
+5
+0.1% +$825 0.33% 53
2024
Q1
$726K Buy
4,474
+2,001
+81% +$325K 0.33% 52
2023
Q4
$362K Sell
2,473
-2,945
-54% -$432K 0.19% 82
2023
Q3
$790K Sell
5,418
-207
-4% -$30.2K 0.46% 43
2023
Q2
$853K Buy
5,625
+1,523
+37% +$231K 0.49% 44
2023
Q1
$610K Hold
4,102
0.44% 44
2022
Q4
$622K Sell
4,102
-206
-5% -$31.2K 0.5% 38
2022
Q3
$544K Sell
4,308
-59
-1% -$7.45K 0.49% 33
2022
Q2
$628K Buy
4,367
+64
+1% +$9.2K 0.57% 33
2022
Q1
$658K Buy
4,303
+541
+14% +$82.7K 0.55% 31
2021
Q4
$615K Buy
+3,762
New +$615K 0.52% 35