Spire 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
$7.06M Sell
44,976
-25,710
-36% -$4.04M 0.25% 82
2025
Q1
$12M Buy
70,686
+3,529
+5% +$601K 0.39% 51
2024
Q4
$11.3M Buy
+67,157
New +$11.3M 0.35% 63
2024
Q3
Sell
-65
Closed -$11 2245
2024
Q2
$11 Hold
65
﹤0.01% 2201
2024
Q1
$10.5M Buy
65
+3
+5% +$487K 0.19% 96
2023
Q4
$9.09K Buy
+62
New +$9.09K ﹤0.01% 1786
2022
Q2
Sell
-89,739
Closed -$13.7M 2795
2022
Q1
$13.7M Sell
89,739
-14,157
-14% -$2.16M 0.37% 72
2021
Q4
$17M Buy
103,896
+13,049
+14% +$2.13M 0.38% 68
2021
Q3
$12.7M Buy
90,847
+4,197
+5% +$587K 0.34% 83
2021
Q2
$11.7M Sell
86,650
-10,468
-11% -$1.41M 0.32% 87
2021
Q1
$12.9M Buy
+97,118
New +$12.9M 0.34% 78