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