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 |
|