Tanglewood Legacy 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 | $76.3K | Hold |
479
| – | – | 0.03% | 147 |
|
2025
Q1 | $81.6K | Hold |
479
| – | – | 0.04% | 140 |
|
2024
Q4 | $80.3K | Hold |
479
| – | – | 0.03% | 139 |
|
2024
Q3 | $83K | Hold |
479
| – | – | 0.04% | 132 |
|
2024
Q2 | $79K | Hold |
479
| – | – | 0.04% | 134 |
|
2024
Q1 | $77.7K | Hold |
479
| – | – | 0.04% | 137 |
|
2023
Q4 | $70.2K | Hold |
479
| – | – | 0.04% | 130 |
|
2023
Q3 | $69.9K | Sell |
479
-200
| -29% | -$29.2K | 0.04% | 136 |
|
2023
Q2 | $103K | Hold |
679
| – | – | 0.06% | 113 |
|
2023
Q1 | $101K | Hold |
679
| – | – | 0.06% | 109 |
|
2022
Q4 | $103K | Buy |
+679
| New | +$103K | 0.07% | 91 |
|