Towercrest Capital Management’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
$209K Sell
1,310
-10
-0.8% -$1.59K 0.04% 89
2025
Q1
$225K Sell
1,320
-1,274
-49% -$217K 0.04% 85
2024
Q4
$435K Sell
2,594
-32
-1% -$5.37K 0.07% 73
2024
Q3
$455K Hold
2,626
0.07% 74
2024
Q2
$433K Sell
2,626
-52
-2% -$8.58K 0.07% 78
2024
Q1
$435K Hold
2,678
0.07% 78
2023
Q4
$392K Sell
2,678
-11
-0.4% -$1.61K 0.07% 78
2023
Q3
$392K Buy
2,689
+5
+0.2% +$729 0.08% 75
2023
Q2
$407K Buy
2,684
+642
+31% +$97.4K 0.08% 72
2023
Q1
$304K Hold
2,042
0.06% 76
2022
Q4
$309K Hold
2,042
0.07% 73
2022
Q3
$258K Buy
2,042
+4
+0.2% +$505 0.06% 76
2022
Q2
$293K Buy
2,038
+1
+0% +$144 0.07% 72
2022
Q1
$311K Buy
2,037
+5
+0.2% +$763 0.06% 79
2021
Q4
$332K Buy
2,032
+18
+0.9% +$2.94K 0.06% 75
2021
Q3
$282K Buy
2,014
+50
+3% +$7K 0.05% 76
2021
Q2
$265K Hold
1,964
0.05% 79
2021
Q1
$266K Buy
1,964
+37
+2% +$5.01K 0.06% 76
2020
Q4
$268K Buy
+1,927
New +$268K 0.06% 74
2020
Q1
Sell
-2,009
Closed -$251K 82
2019
Q4
$251K Buy
+2,009
New +$251K 0.06% 72