Sard Wealth 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 | $1.74M | Sell |
10,911
-103
| -0.9% | -$16.4K | 1.07% | 16 |
|
|
2025
Q1 | $1.88M | Sell |
11,014
-489
| -4% | -$83.3K | 1.26% | 13 |
|
|
2024
Q4 | $1.93M | Sell |
11,503
-54
| -0.5% | -$9.05K | 1.3% | 13 |
|
|
2024
Q3 | $2M | Sell |
11,557
-118
| -1% | -$20.4K | 1.32% | 13 |
|
|
2024
Q2 | $1.93M | Buy |
11,675
+8
| +0.1% | +$1.32K | 1.35% | 13 |
|
|
2024
Q1 | $1.89M | Sell |
11,667
-251
| -2% | -$40.7K | 1.71% | 11 |
|
|
2023
Q4 | $1.75M | Buy |
+11,918
| New | +$1.75M | 1.76% | 12 |
|