Tilia Fiduciary Partners’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 | $328K | Buy |
2,059
+1
| +0% | +$159 | 0.2% | 92 |
|
|
2025
Q1 | $351K | Sell |
2,058
-100
| -5% | -$17K | 0.23% | 90 |
|
|
2024
Q4 | $362K | Sell |
2,158
-104
| -5% | -$17.4K | 0.25% | 86 |
|
|
2024
Q3 | $392K | Buy |
2,262
+73
| +3% | +$12.6K | 0.27% | 80 |
|
|
2024
Q2 | $361K | Buy |
2,189
+1
| +0% | +$165 | 0.28% | 80 |
|
|
2024
Q1 | $355K | Sell |
2,188
-90
| -4% | -$14.6K | 0.29% | 80 |
|
|
2023
Q4 | $334K | Buy |
2,278
+62
| +3% | +$9.08K | 0.31% | 81 |
|
|
2023
Q3 | $323K | Buy |
2,216
+186
| +9% | +$27.1K | 0.34% | 78 |
|
|
2023
Q2 | $308K | Buy |
2,030
+1
| +0% | +$152 | 0.28% | 78 |
|
|
2023
Q1 | $302K | Sell |
2,029
-29
| -1% | -$4.31K | 0.29% | 86 |
|
|
2022
Q4 | $312K | Buy |
2,058
+1
| +0% | +$152 | 0.3% | 84 |
|
|
2022
Q3 | $256K | Sell |
2,057
-109
| -5% | -$13.6K | 0.26% | 87 |
|
|
2022
Q2 | $314K | Sell |
2,166
-74
| -3% | -$10.7K | 0.3% | 80 |
|
|
2022
Q1 | $342K | Buy |
2,240
+11
| +0.5% | +$1.68K | 0.29% | 81 |
|
|
2021
Q4 | $365K | Buy |
+2,229
| New | +$365K | 0.29% | 78 |
|