Synergy Investment Management’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
Sell
-1,019
Closed -$174K 427
2025
Q1
$174K Buy
1,019
+3
+0.3% +$511 0.07% 133
2024
Q4
$170K Buy
+1,016
New +$170K 0.07% 132