TCA
Trifecta Capital Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Hold |
3,914
| – | – | 0.1% | 67 |
|
|
2025
Q1 | $667K | Buy |
3,914
+9
| +0.2% | +$1.53K | 0.14% | 56 |
|
|
2024
Q4 | $655K | Sell |
3,905
-45
| -1% | -$7.54K | 0.13% | 58 |
|
|
2024
Q3 | $684K | Sell |
3,950
-99
| -2% | -$17.1K | 0.14% | 58 |
|
|
2024
Q2 | $668K | Buy |
4,049
+99
| +3% | +$16.3K | 0.15% | 57 |
|
|
2024
Q1 | $641K | Sell |
3,950
-168
| -4% | -$27.3K | 0.16% | 63 |
|
|
2023
Q4 | $603K | Sell |
4,118
-32
| -0.8% | -$4.69K | 0.17% | 62 |
|
|
2023
Q3 | $605K | Sell |
4,150
-25
| -0.6% | -$3.65K | 0.19% | 62 |
|
|
2023
Q2 | $634K | Buy |
4,175
+3,648
| +692% | +$554K | 0.2% | 60 |
|
|
2023
Q1 | $78.4K | Hold |
527
| – | – | 0.03% | 122 |
|
|
2022
Q4 | $79.9K | Buy |
+527
| New | +$79.9K | 0.03% | 110 |
|