Simplicity Wealth’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 | $16.5M | Buy |
103,844
+47,288
| +84% | +$7.53M | 0.69% | 26 |
|
2025
Q1 | $9.64M | Buy |
56,556
+40,781
| +259% | +$6.95M | 0.75% | 22 |
|
2024
Q4 | $2.64M | Sell |
15,775
-15,745
| -50% | -$2.64M | 0.55% | 35 |
|
2024
Q3 | $5.46M | Sell |
31,520
-81,548
| -72% | -$14.1M | 0.51% | 43 |
|
2024
Q2 | $18.6M | Buy |
113,068
+3,930
| +4% | +$648K | 0.42% | 38 |
|
2024
Q1 | $17.7M | Buy |
109,138
+99,649
| +1,050% | +$16.2M | 0.42% | 40 |
|
2023
Q4 | $1.39M | Buy |
9,489
+3,579
| +61% | +$524K | 0.54% | 34 |
|
2023
Q3 | $862K | Buy |
5,910
+799
| +16% | +$117K | 0.5% | 31 |
|
2023
Q2 | $776K | Buy |
5,111
+63
| +1% | +$9.56K | 0.48% | 35 |
|
2023
Q1 | $751K | Sell |
5,048
-107
| -2% | -$15.9K | 0.5% | 33 |
|
2022
Q4 | $781K | Buy |
5,155
+243
| +5% | +$36.8K | 0.69% | 23 |
|
2022
Q3 | $620K | Buy |
4,912
+114
| +2% | +$14.4K | 0.83% | 39 |
|
2022
Q2 | $690K | Hold |
4,798
| – | – | 1.01% | 31 |
|
2022
Q1 | $733K | Buy |
+4,798
| New | +$733K | 0.71% | 37 |
|