Summit Wealth Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Sell |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.1M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $7K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.01M | Hold |
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|
2020
Q3 | $1.01M | Hold |
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|
2020
Q2 | $870K | Buy |
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|
2020
Q1 | $787K | Hold |
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|
2019
Q4 | $894K | Buy |
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