TriaGen Wealth Management’s Procter & Gamble PG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$797K	Hold	5,521	–	–	0.22%	95
2025 Q4	$791K	Hold	5,521	–	–	0.2%	97
2025 Q3	$848K	Sell	5,521 -50	-0.9%	-$7.81K	0.22%	97
2025 Q2	$888K	Buy	5,571 +690	+14%	+$113K	0.27%	79
2025 Q1	$832K	Sell	4,881 -76	-2%	-$12.7K	0.29%	74
2024 Q4	$831K	Sell	4,957 -614	-11%	-$105K	0.28%	76
2024 Q3	$965K	Hold	5,571	–	–	0.32%	72
2024 Q2	$919K	Hold	5,571	–	–	0.35%	71
2024 Q1	$904K	Hold	5,571	–	–	0.38%	65
2023 Q4	$816K	Hold	5,571	–	–	0.39%	65
2023 Q3	$813K	Hold	5,571	–	–	0.41%	62
2023 Q2	$845K	Hold	5,571	–	–	0.39%	68
2023 Q1	$828K	Buy	5,571 +38	+0.7%	+$5.43K	0.42%	69
2022 Q4	$839K	Sell	5,533 -86	-2%	-$12.1K	0.47%	59
2022 Q3	$709K	Hold	5,619	–	–	0.39%	68
2022 Q2	$808K	Sell	5,619 -10,840	-66%	-$1.63M	0.57%	52
2022 Q1	$2.52M	Sell	16,459 -1,043	-6%	-$163K	1.3%	16
2021 Q4	$2.86M	Buy	17,502 +11,959	+216%	+$1.78M	1.41%	10
2021 Q3	$775K	Sell	5,543 -45	-0.8%	-$6.38K	0.42%	77
2021 Q2	$795K	Sell	5,588 -150	-3%	-$20.3K	0.41%	77
2021 Q1	$777K	Hold	5,738	–	–	0.45%	70
2020 Q4	$798K	Buy	+5,738	New	+$802K	0.47%	71