Spartan Planning & Wealth Management’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 | – | Sell |
-5,259
| Closed | -$896K | – | 85 |
|
|
2025
Q1 | $896K | Sell |
5,259
-454
| -8% | -$77.4K | 0.87% | 28 |
|
|
2024
Q4 | $958K | Buy |
+5,713
| New | +$958K | 0.87% | 26 |
|
|
2023
Q4 | $831K | Sell |
5,673
-1,128
| -17% | -$165K | 0.89% | 22 |
|
|
2023
Q3 | $992K | Buy |
+6,801
| New | +$992K | 1.16% | 17 |
|
|
2022
Q4 | $506K | Buy |
3,339
+2,638
| +376% | +$400K | 0.63% | 24 |
|
|
2022
Q3 | $88K | Buy |
701
+90
| +15% | +$11.3K | 0.12% | 41 |
|
|
2022
Q2 | $88K | Sell |
611
-4,912
| -89% | -$707K | 0.12% | 53 |
|
|
2022
Q1 | $844K | Buy |
+5,523
| New | +$844K | 1.06% | 18 |
|