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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Sell |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $15.2M | Buy |
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|
2024
Q3 | $469K | Buy |
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|
2024
Q2 | $446K | Sell |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $506K | Buy |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $613K | Buy |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $637K | Buy |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $575K | Buy |
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|
2022
Q1 | $610K | Sell |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $560K | Sell |
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|
2021
Q2 | $618K | Sell |
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|
2021
Q1 | $633K | Buy |
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|
2020
Q4 | $650K | Buy |
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|
2020
Q3 | $649K | Buy |
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|
2020
Q2 | $389K | Buy |
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|
2020
Q1 | $346K | Buy |
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|
2019
Q4 | $392K | Buy |
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