Significant 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
2024
Q4
Sell
-1,668
Closed -$289K 114
2024
Q3
$289K Buy
1,668
+211
+14% +$36.5K 0.15% 54
2024
Q2
$240K Sell
1,457
-1,735
-54% -$286K 0.14% 55
2024
Q1
$518K Sell
3,192
-1,856
-37% -$301K 0.34% 76
2023
Q4
$740K Buy
+5,048
New +$740K 0.54% 55