Trajan 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
$18.9M Buy
118,646
+10,279
+9% +$1.64M 0.92% 29
2025
Q1
$18.5M Buy
108,367
+38,058
+54% +$6.49M 1.01% 29
2024
Q4
$11.8M Buy
70,309
+8,389
+14% +$1.41M 0.65% 42
2024
Q3
$10.7M Buy
61,920
+10,602
+21% +$1.84M 0.63% 44
2024
Q2
$8.46M Buy
51,318
+7,005
+16% +$1.16M 0.54% 47
2024
Q1
$7.19M Buy
+44,313
New +$7.19M 0.49% 49