Summit Investment Advisors’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
$231K Buy
1,534
+22
+1% +$3.31K 0.19% 55
2025
Q1
$241K Buy
1,512
+9
+0.6% +$1.43K 0.21% 52
2024
Q4
$257K Buy
+1,503
New +$257K 0.23% 48