Summit Wealth Partners’s Procter & Gamble PG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.87M	Buy	54,469 +3,257	+6%	+$494K	1.25%	22
2025 Q4	$7.34M	Buy	51,212 +257	+0.5%	+$37.9K	1.36%	21
2025 Q3	$7.83M	Buy	50,955 +336	+0.7%	+$52.5K	1.41%	20
2025 Q2	$8.06M	Sell	50,619 -23,954	-32%	-$3.91M	1.54%	20
2025 Q1	$12.7M	Sell	74,573 -15,919	-18%	-$2.67M	2.58%	10
2024 Q4	$15.2M	Buy	90,492 +87,783	+3,240%	+$15M	3.12%	9
2024 Q3	$469K	Buy	2,709 +6	+0.2%	+$1.02K	0.09%	141
2024 Q2	$446K	Sell	2,703 -756	-22%	-$124K	0.09%	143
2024 Q1	$561K	Buy	3,459 +5	+0.1%	+$784	0.12%	120
2023 Q4	$506K	Buy	3,454 +7	+0.2%	+$1.04K	0.12%	120
2023 Q3	$503K	Sell	3,447 -595	-15%	-$90.9K	0.13%	107
2023 Q2	$613K	Buy	4,042 +10	+0.2%	+$1.51K	0.15%	93
2023 Q1	$600K	Sell	4,032 -169	-4%	-$24.2K	0.15%	93
2022 Q4	$637K	Buy	4,201 +11	+0.3%	+$1.54K	0.17%	90
2022 Q3	$529K	Buy	4,190 +189	+5%	+$26.8K	0.15%	82
2022 Q2	$575K	Buy	4,001 +10	+0.3%	+$1.5K	0.15%	80
2022 Q1	$610K	Sell	3,991 -143	-3%	-$22.4K	0.14%	83
2021 Q4	$676K	Buy	4,134 +130	+3%	+$19.3K	0.15%	78
2021 Q3	$560K	Sell	4,004 -573	-13%	-$81.2K	0.13%	84
2021 Q2	$618K	Sell	4,577 -100	-2%	-$13.5K	0.15%	81
2021 Q1	$633K	Buy	4,677 +5	+0.1%	+$652	0.16%	78
2020 Q4	$650K	Buy	4,672 +5	+0.1%	+$699	0.18%	74
2020 Q3	$649K	Buy	4,667 +1,417	+44%	+$188K	0.2%	74
2020 Q2	$389K	Buy	3,250 +106	+3%	+$12.4K	0.13%	100
2020 Q1	$346K	Buy	3,144 +5	+0.2%	+$600	0.14%	78
2019 Q4	$392K	Buy	+3,139	New	+$384K	0.14%	78