Semus Wealth Partners’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 | $713K | Sell |
4,476
-76
| -2% | -$12.1K | 0.46% | 47 |
|
|
2025
Q1 | $776K | Sell |
4,552
-3
| -0.1% | -$511 | 0.54% | 43 |
|
|
2024
Q4 | $764K | Sell |
4,555
-170
| -4% | -$28.5K | 0.51% | 44 |
|
|
2024
Q3 | $818K | Sell |
4,725
-541
| -10% | -$93.7K | 0.57% | 38 |
|
|
2024
Q2 | $868K | Sell |
5,266
-224
| -4% | -$36.9K | 0.67% | 32 |
|
|
2024
Q1 | $891K | Sell |
5,490
-364
| -6% | -$59.1K | 0.75% | 30 |
|
|
2023
Q4 | $858K | Sell |
5,854
-83
| -1% | -$12.2K | 0.7% | 30 |
|
|
2023
Q3 | $866K | Buy |
5,937
+19
| +0.3% | +$2.77K | 0.81% | 29 |
|
|
2023
Q2 | $898K | Sell |
5,918
-39
| -0.7% | -$5.92K | 0.82% | 25 |
|
|
2023
Q1 | $886K | Sell |
5,957
-383
| -6% | -$56.9K | 0.95% | 21 |
|
|
2022
Q4 | $961K | Buy |
+6,340
| New | +$961K | 1.17% | 15 |
|