Summit Wealth Group’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 | $1.21M | Buy |
7,570
+133
| +2% | +$21.2K | 0.31% | 45 |
|
|
2025
Q1 | $1.27M | Buy |
7,437
+752
| +11% | +$128K | 0.37% | 39 |
|
|
2024
Q4 | $1.12M | Hold |
6,685
| – | – | 0.32% | 42 |
|
|
2024
Q3 | $1.16M | Hold |
6,685
| – | – | 0.33% | 41 |
|
|
2024
Q2 | $1.1M | Buy |
+6,685
| New | +$1.1M | 0.33% | 40 |
|
|
2023
Q3 | – | Sell |
-7,312
| Closed | -$1.11M | – | 62 |
|
|
2023
Q2 | $1.11M | Sell |
7,312
-1,079,977
| -99% | -$164M | 0.45% | 32 |
|
|
2023
Q1 | $7K | Buy |
+1,087,289
| New | +$7K | 0.17% | 47 |
|
|
2021
Q4 | – | Sell |
-7,439
| Closed | -$1.04M | – | 45 |
|
|
2021
Q3 | $1.04M | Buy |
+7,439
| New | +$1.04M | 1.64% | 12 |
|
|
2021
Q1 | – | Sell |
-7,276
| Closed | -$1.01M | – | 204 |
|
|
2020
Q4 | $1.01M | Hold |
7,276
| – | – | 0.63% | 24 |
|
|
2020
Q3 | $1.01M | Hold |
7,276
| – | – | 0.88% | 16 |
|
|
2020
Q2 | $870K | Buy |
7,276
+120
| +2% | +$14.3K | 0.8% | 15 |
|
|
2020
Q1 | $787K | Hold |
7,156
| – | – | 0.8% | 14 |
|
|
2019
Q4 | $894K | Buy |
+7,156
| New | +$894K | 0.84% | 14 |
|