TriaGen Wealth 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 | $888K | Buy |
5,571
+690
| +14% | +$110K | 0.27% | 79 |
|
|
2025
Q1 | $832K | Sell |
4,881
-76
| -2% | -$13K | 0.29% | 74 |
|
|
2024
Q4 | $831K | Sell |
4,957
-614
| -11% | -$103K | 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% | +$5.65K | 0.42% | 69 |
|
|
2022
Q4 | $839K | Sell |
5,533
-86
| -2% | -$13K | 0.47% | 59 |
|
|
2022
Q3 | $709K | Hold |
5,619
| – | – | 0.39% | 68 |
|
|
2022
Q2 | $808K | Sell |
5,619
-10,840
| -66% | -$1.56M | 0.57% | 52 |
|
|
2022
Q1 | $2.52M | Sell |
16,459
-1,043
| -6% | -$159K | 1.3% | 16 |
|
|
2021
Q4 | $2.86M | Buy |
17,502
+11,959
| +216% | +$1.96M | 1.41% | 10 |
|
|
2021
Q3 | $775K | Sell |
5,543
-45
| -0.8% | -$6.29K | 0.42% | 77 |
|
|
2021
Q2 | $795K | Sell |
5,588
-150
| -3% | -$21.3K | 0.41% | 77 |
|
|
2021
Q1 | $777K | Hold |
5,738
| – | – | 0.45% | 70 |
|
|
2020
Q4 | $798K | Buy |
+5,738
| New | +$798K | 0.47% | 71 |
|