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

Shepherd Wealth Management’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$231K Sell
1,502
-89
-6% -$13.7K 0.16% 45
2025
Q1 		$271K Sell
1,591
-4,017
-72% -$684K 0.28% 29
2024
Q4 		$940K Buy
+5,608
New +$940K 0.92% 26