SEA
Stegent Equity Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
1,909
-4,442
| -70% | -$708K | 0.27% | 95 |
|
|
2025
Q1 | $1.08M | Sell |
6,351
-4,828
| -43% | -$823K | 1.1% | 30 |
|
|
2024
Q4 | $1.87M | Buy |
+11,179
| New | +$1.87M | 1.9% | 17 |
|
|
2024
Q3 | – | Sell |
-1,346
| Closed | -$222K | – | 91 |
|
|
2024
Q2 | $222K | Sell |
1,346
-180
| -12% | -$29.7K | 0.23% | 77 |
|
|
2024
Q1 | $248K | Buy |
+1,526
| New | +$248K | 0.25% | 79 |
|