Sendero Wealth Management’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 | $2.47M | Buy |
15,517
+94
| +0.6% | +$15K | 0.31% | 62 |
|
|
2025
Q1 | $2.63M | Sell |
15,423
-110
| -0.7% | -$18.7K | 0.36% | 56 |
|
|
2024
Q4 | $2.6M | Buy |
15,533
+148
| +1% | +$24.8K | 0.39% | 53 |
|
|
2024
Q3 | $2.66M | Sell |
15,385
-1,318
| -8% | -$228K | 0.42% | 47 |
|
|
2024
Q2 | $2.75M | Buy |
16,703
+84
| +0.5% | +$13.9K | 0.46% | 43 |
|
|
2024
Q1 | $2.7M | Buy |
16,619
+116
| +0.7% | +$18.8K | 0.46% | 48 |
|
|
2023
Q4 | $2.42M | Sell |
16,503
-902
| -5% | -$132K | 0.46% | 49 |
|
|
2023
Q3 | $2.54M | Hold |
17,405
| – | – | 0.54% | 37 |
|
|
2023
Q2 | $2.64M | Buy |
+17,405
| New | +$2.64M | 0.58% | 38 |
|