Towerpoint Wealth’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
$1.09M Sell
6,862
-47
-0.7% -$7.49K 0.48% 37
2025
Q1
$1.18M Sell
6,909
-898
-12% -$153K 0.58% 32
2024
Q4
$1.31M Sell
7,807
-942
-11% -$158K 0.64% 29
2024
Q3
$1.52M Hold
8,749
0.72% 28
2024
Q2
$1.44M Buy
8,749
+5
+0.1% +$825 0.72% 27
2024
Q1
$1.42M Sell
8,744
-1
-0% -$162 0.71% 27
2023
Q4
$1.28M Buy
8,745
+6
+0.1% +$879 0.7% 27
2023
Q3
$1.27M Buy
8,739
+43
+0.5% +$6.27K 0.76% 27
2023
Q2
$1.32M Buy
8,696
+119
+1% +$18.1K 0.74% 27
2023
Q1
$1.28M Buy
8,577
+813
+10% +$121K 0.73% 26
2022
Q4
$1.18M Sell
7,764
-390
-5% -$59.1K 0.68% 28
2022
Q3
$1.03M Hold
8,154
0.62% 30
2022
Q2
$1.17M Hold
8,154
0.7% 29
2022
Q1
$1.25M Hold
8,154
0.62% 32
2021
Q4
$1.33M Buy
8,154
+145
+2% +$23.7K 0.63% 30
2021
Q3
$1.12M Sell
8,009
-42
-0.5% -$5.87K 0.56% 30
2021
Q2
$1.09M Sell
8,051
-772
-9% -$104K 0.54% 30
2021
Q1
$1.2M Buy
8,823
+5
+0.1% +$677 0.57% 28
2020
Q4
$1.23M Buy
8,818
+809
+10% +$113K 0.61% 28
2020
Q3
$1.11M Sell
8,009
-241
-3% -$33.5K 0.62% 27
2020
Q2
$986K Buy
8,250
+62
+0.8% +$7.41K 0.61% 27
2020
Q1
$901K Buy
8,188
+79
+1% +$8.69K 0.71% 25
2019
Q4
$1.01M Hold
8,109
0.67% 23
2019
Q3
$1.01M Hold
8,109
0.69% 24
2019
Q2
$957K Sell
8,109
-190
-2% -$22.4K 0.67% 24
2019
Q1
$864K Hold
8,299
0.6% 22
2018
Q4
$763K Buy
8,299
+405
+5% +$37.2K 0.61% 23
2018
Q3
$657K Buy
7,894
+84
+1% +$6.99K 0.55% 19
2018
Q2
$610K Sell
7,810
-100
-1% -$7.81K 0.57% 20
2018
Q1
$627K Hold
7,910
0.69% 22
2017
Q4
$727K Buy
+7,910
New +$727K 0.96% 17