Triad 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 | $1.06M | Buy |
6,623
+1,047
| +19% | +$167K | 0.21% | 83 |
|
|
2025
Q1 | $950K | Buy |
5,576
+1,638
| +42% | +$279K | 0.3% | 59 |
|
|
2024
Q4 | $660K | Buy |
+3,938
| New | +$660K | 0.24% | 71 |
|
|
2024
Q3 | – | Sell |
-2,794
| Closed | -$461K | – | 662 |
|
|
2024
Q2 | $461K | Buy |
2,794
+588
| +27% | +$97K | 0.24% | 40 |
|
|
2024
Q1 | $358K | Buy |
+2,206
| New | +$358K | 0.27% | 37 |
|