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 |
|