Sightline Wealth Advisors’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 | $216K | Buy |
1,355
+45
| +3% | +$7.17K | 0.1% | 81 |
|
|
2025
Q1 | $223K | Sell |
1,310
-150
| -10% | -$25.6K | 0.12% | 73 |
|
|
2024
Q4 | $245K | Sell |
1,460
-133
| -8% | -$22.3K | 0.13% | 74 |
|
|
2024
Q3 | $276K | Buy |
1,593
+1
| +0.1% | +$173 | 0.15% | 68 |
|
|
2024
Q2 | $263K | Buy |
1,592
+214
| +16% | +$35.3K | 0.16% | 68 |
|
|
2024
Q1 | $224K | Buy |
+1,378
| New | +$224K | 0.15% | 68 |
|
|
2023
Q3 | – | Sell |
-1,513
| Closed | -$225K | – | 73 |
|
|
2023
Q2 | $225K | Hold |
1,513
| – | – | 0.22% | 49 |
|
|
2023
Q1 | $225K | Sell |
1,513
-307
| -17% | -$45.7K | 0.23% | 48 |
|
|
2022
Q4 | $276K | Buy |
+1,820
| New | +$276K | 0.3% | 45 |
|