Stone Summit Wealth’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 | $448K | Sell |
2,815
-215
| -7% | -$34.3K | 0.14% | 108 |
|
|
2025
Q1 | $516K | Sell |
3,030
-300
| -9% | -$51.1K | 0.17% | 96 |
|
|
2024
Q4 | $558K | Sell |
3,330
-450
| -12% | -$75.4K | 0.19% | 91 |
|
|
2024
Q3 | $655K | Sell |
3,780
-174
| -4% | -$30.1K | 0.21% | 85 |
|
|
2024
Q2 | $652K | Sell |
3,954
-359
| -8% | -$59.2K | 0.23% | 80 |
|
|
2024
Q1 | $700K | Sell |
4,313
-1
| -0% | -$162 | 0.24% | 81 |
|
|
2023
Q4 | $632K | Hold |
4,314
| – | – | 0.24% | 88 |
|
|
2023
Q3 | $629K | Sell |
4,314
-200
| -4% | -$29.2K | 0.27% | 85 |
|
|
2023
Q2 | $685K | Buy |
4,514
+200
| +5% | +$30.3K | 0.28% | 83 |
|
|
2023
Q1 | $641K | Sell |
4,314
-250
| -5% | -$37.2K | 0.29% | 80 |
|
|
2022
Q4 | $692K | Buy |
4,564
+590
| +15% | +$89.4K | 0.34% | 77 |
|
|
2022
Q3 | $502K | Hold |
3,974
| – | – | 0.31% | 82 |
|
|
2022
Q2 | $571K | Buy |
3,974
+1,800
| +83% | +$259K | 0.34% | 73 |
|
|
2022
Q1 | $338K | Buy |
2,174
+106
| +5% | +$16.5K | 0.19% | 109 |
|
|
2021
Q4 | $338K | Buy |
+2,068
| New | +$338K | 0.27% | 90 |
|