Sterling Group 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
2024
Q1
Sell
-1,531
Closed -$224K 35
2023
Q4
$224K Sell
1,531
-1,080
-41% -$158K 0.17% 48
2023
Q3
$381K Buy
2,611
+779
+43% +$114K 0.36% 30
2023
Q2
$278K Buy
1,832
+97
+6% +$14.7K 0.24% 40
2023
Q1
$258K Buy
+1,735
New +$258K 0.24% 40