Talisman Wealth Advisors’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
$383K Hold
2,404
0.35% 69
2025
Q1
$410K Sell
2,404
-168
-7% -$28.6K 0.42% 59
2024
Q4
$431K Sell
2,572
-58
-2% -$9.72K 0.46% 54
2024
Q3
$456K Sell
2,630
-29
-1% -$5.03K 0.48% 54
2024
Q2
$438K Buy
2,659
+95
+4% +$15.7K 0.51% 52
2024
Q1
$416K Sell
2,564
-18
-0.7% -$2.92K 0.52% 52
2023
Q4
$378K Buy
2,582
+101
+4% +$14.8K 0.56% 51
2023
Q3
$362K Sell
2,481
-7
-0.3% -$1.02K 0.63% 50
2023
Q2
$378K Buy
2,488
+160
+7% +$24.3K 0.64% 50
2023
Q1
$346K Buy
2,328
+264
+13% +$39.2K 0.63% 53
2022
Q4
$313K Buy
+2,064
New +$313K 0.67% 50