Sendero Wealth Management’s Procter & Gamble PG Stock Holding History

Sendero Wealth Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.38M	Sell
2025 Q2	$2.47M	Buy
2025 Q1	$2.63M	Sell
2024 Q4	$2.6M	Buy
2024 Q3	$2.66M	Sell
2024 Q2	$2.75M	Buy
2024 Q1	$2.7M	Buy
2023 Q4	$2.42M	Sell
2023 Q3	$2.54M	Hold
2023 Q2	$2.64M	Buy