TW
TritonPoint Wealth’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Buy |
31,777
+368
| +1% | +$58.6K | 0.47% | 55 |
|
|
2025
Q1 | $5.35M | Sell |
31,409
-740
| -2% | -$126K | 0.51% | 50 |
|
|
2024
Q4 | $5.39M | Sell |
32,149
-1,434
| -4% | -$240K | 0.49% | 55 |
|
|
2024
Q3 | $5.83M | Sell |
33,583
-1,585
| -5% | -$275K | 0.53% | 53 |
|
|
2024
Q2 | $5.8M | Sell |
35,168
-2,070
| -6% | -$341K | 0.56% | 51 |
|
|
2024
Q1 | $5.41M | Sell |
37,238
-2,426
| -6% | -$353K | 0.57% | 52 |
|
|
2023
Q4 | $5.81M | Buy |
+39,664
| New | +$5.81M | 0.57% | 52 |
|