Syntegra Private Wealth Group’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 | $1.39M | Sell |
8,717
-336
| -4% | -$53.5K | 0.14% | 50 |
|
2025
Q1 | $1.54M | Sell |
9,053
-43
| -0.5% | -$7.33K | 0.18% | 43 |
|
2024
Q4 | $1.52M | Buy |
9,096
+966
| +12% | +$162K | 0.17% | 41 |
|
2024
Q3 | $1.41M | Sell |
8,130
-2,335
| -22% | -$404K | 0.16% | 41 |
|
2024
Q2 | $1.73M | Sell |
10,465
-2,985
| -22% | -$492K | 0.22% | 31 |
|
2024
Q1 | $2.18M | Buy |
13,450
+7,986
| +146% | +$1.3M | 0.28% | 30 |
|
2023
Q4 | $801K | Buy |
5,464
+691
| +14% | +$101K | 0.11% | 49 |
|
2023
Q3 | $696K | Buy |
4,773
+71
| +2% | +$10.4K | 0.11% | 54 |
|
2023
Q2 | $714K | Sell |
4,702
-4,317
| -48% | -$655K | 0.11% | 52 |
|
2023
Q1 | $1.34M | Buy |
9,019
+4,299
| +91% | +$639K | 0.24% | 37 |
|
2022
Q4 | $715K | Buy |
+4,720
| New | +$715K | 0.14% | 45 |
|