True Link Financial Advisors’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 | $243K | Buy |
+1,528
| New | +$243K | 0.02% | 79 |
|
2025
Q1 | – | Sell |
-1,660
| Closed | -$278K | – | 106 |
|
2024
Q4 | $278K | Buy |
+1,660
| New | +$278K | 0.02% | 57 |
|
2022
Q1 | – | Sell |
-529
| Closed | -$87K | – | 235 |
|
2021
Q4 | $87K | Buy |
529
+240
| +83% | +$39.5K | 0.01% | 408 |
|
2021
Q3 | $40K | Sell |
289
-225
| -44% | -$31.1K | 0.01% | 499 |
|
2021
Q2 | $69K | Buy |
514
+58
| +13% | +$7.79K | 0.01% | 388 |
|
2021
Q1 | $62K | Sell |
456
-110
| -19% | -$15K | 0.01% | 460 |
|
2020
Q4 | $79K | Buy |
+566
| New | +$79K | 0.01% | 467 |
|