Sweet Financial 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
2024 Q3	$2.97M	Sell	17,160 -306	-2%	-$51.9K	0.64%	31
2024 Q2	$2.88M	Buy	17,466 +772	+5%	+$126K	0.66%	30
2024 Q1	$2.71M	Buy	16,694 +954	+6%	+$150K	0.63%	32
2023 Q4	$2.31M	Buy	15,740 +1,769	+13%	+$262K	0.55%	41
2023 Q3	$2.04M	Buy	13,971 +368	+3%	+$56.2K	0.54%	38
2023 Q2	$2.06M	Buy	13,603 +3,181	+31%	+$479K	0.54%	34
2023 Q1	$1.55M	Buy	10,422 +2,106	+25%	+$301K	0.43%	40
2022 Q4	$1.26M	Buy	8,316 +1,493	+22%	+$209K	0.37%	41
2022 Q3	$861K	Buy	6,823 +567	+9%	+$80.5K	0.27%	55
2022 Q2	$900K	Buy	6,256 +994	+19%	+$149K	0.28%	53
2022 Q1	$804K	Buy	5,262 +2,570	+95%	+$402K	0.22%	59
2021 Q4	$440K	Buy	+2,692	New	+$400K	0.18%	79