SAI
Savvy Advisors Inc’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.4M | Buy |
84,051
+687
| +0.8% | +$109K | 0.89% | 19 |
|
2025
Q1 | $14.2M | Buy |
83,364
+10,565
| +15% | +$1.8M | 1.43% | 12 |
|
2024
Q4 | $12.2M | Buy |
72,799
+13,621
| +23% | +$2.28M | 1.47% | 10 |
|
2024
Q3 | $10.2M | Buy |
59,178
+17,227
| +41% | +$2.98M | 2.08% | 8 |
|
2024
Q2 | $6.92M | Buy |
41,951
+38,620
| +1,159% | +$6.37M | 2.25% | 7 |
|
2024
Q1 | $540K | Buy |
3,331
+1,284
| +63% | +$208K | 0.31% | 81 |
|
2023
Q4 | $300K | Buy |
+2,047
| New | +$300K | 0.29% | 110 |
|