Tower Wealth 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 | $1.77M | Sell |
11,136
-135
| -1% | -$21.5K | 1.05% | 15 |
|
2025
Q1 | $1.92M | Sell |
11,271
-206
| -2% | -$35.1K | 1.03% | 17 |
|
2024
Q4 | $1.92M | Sell |
11,477
-340
| -3% | -$57K | 1.01% | 17 |
|
2024
Q3 | $2.05M | Buy |
11,817
+8
| +0.1% | +$1.39K | 1.19% | 15 |
|
2024
Q2 | $1.95M | Buy |
11,809
+121
| +1% | +$20K | 1.2% | 15 |
|
2024
Q1 | $1.9M | Buy |
11,688
+6,805
| +139% | +$1.1M | 1.23% | 15 |
|
2023
Q4 | $716K | Sell |
4,883
-2
| -0% | -$293 | 0.51% | 24 |
|
2023
Q3 | $713K | Buy |
4,885
+38
| +0.8% | +$5.54K | 0.59% | 22 |
|
2023
Q2 | $735K | Buy |
4,847
+1,063
| +28% | +$161K | 0.59% | 23 |
|
2023
Q1 | $563K | Buy |
3,784
+3
| +0.1% | +$446 | 0.47% | 25 |
|
2022
Q4 | $573K | Sell |
3,781
-14
| -0.4% | -$2.12K | 0.5% | 26 |
|
2022
Q3 | $511K | Buy |
3,795
+153
| +4% | +$20.6K | 0.49% | 29 |
|
2022
Q2 | $524K | Buy |
3,642
+369
| +11% | +$53.1K | 0.7% | 23 |
|
2022
Q1 | $500K | Buy |
3,273
+39
| +1% | +$5.96K | 0.54% | 26 |
|
2021
Q4 | $529K | Sell |
3,234
-666
| -17% | -$109K | 0.54% | 24 |
|
2021
Q3 | $545K | Buy |
3,900
+65
| +2% | +$9.08K | 0.57% | 21 |
|
2021
Q2 | $517K | Sell |
3,835
-97
| -2% | -$13.1K | 0.57% | 24 |
|
2021
Q1 | $533K | Sell |
3,932
-625
| -14% | -$84.7K | 0.69% | 23 |
|
2020
Q4 | $634K | Buy |
+4,557
| New | +$634K | 0.73% | 18 |
|