Tandem 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 | $346K | Sell |
2,173
-49
| -2% | -$7.81K | 0.17% | 41 |
|
|
2025
Q1 | $379K | Buy |
2,222
+313
| +16% | +$53.3K | 0.2% | 38 |
|
|
2024
Q4 | $320K | Sell |
1,909
-767
| -29% | -$129K | 0.16% | 45 |
|
|
2024
Q3 | $463K | Buy |
2,676
+96
| +4% | +$16.6K | 0.23% | 31 |
|
|
2024
Q2 | $425K | Hold |
2,580
| – | – | 0.23% | 29 |
|
|
2024
Q1 | $419K | Hold |
2,580
| – | – | 0.23% | 29 |
|
|
2023
Q4 | $378K | Hold |
2,580
| – | – | 0.22% | 30 |
|
|
2023
Q3 | $376K | Sell |
2,580
-18
| -0.7% | -$2.63K | 0.23% | 27 |
|
|
2023
Q2 | $394K | Buy |
2,598
+95
| +4% | +$14.4K | 0.24% | 24 |
|
|
2023
Q1 | $372K | Sell |
2,503
-15
| -0.6% | -$2.23K | 0.23% | 27 |
|
|
2022
Q4 | $382K | Buy |
+2,518
| New | +$382K | 0.24% | 29 |
|