TFA
Tobias Financial Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,225
| Closed | -$209K | – | 125 |
|
|
2025
Q1 | $209K | Buy |
1,225
+1
| +0.1% | +$170 | 0.04% | 107 |
|
|
2024
Q4 | $205K | Buy |
+1,224
| New | +$205K | 0.04% | 104 |
|
|
2022
Q1 | – | Sell |
-297,130
| Closed | -$48.6M | – | 115 |
|
|
2021
Q4 | $48.6M | Buy |
+297,130
| New | +$48.6M | 3.82% | 1 |
|