True Wealth Design’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 | $178K | Buy |
1,117
+47
| +4% | +$7.49K | 0.06% | 59 |
|
|
2025
Q1 | $182K | Buy |
1,070
+82
| +8% | +$14K | 0.07% | 40 |
|
|
2024
Q4 | $166K | Buy |
988
+30
| +3% | +$5.03K | 0.06% | 34 |
|
|
2024
Q3 | $166K | Buy |
958
+14
| +1% | +$2.43K | 0.06% | 34 |
|
|
2024
Q2 | $156K | Buy |
944
+8
| +0.9% | +$1.32K | 0.04% | 122 |
|
|
2024
Q1 | $152K | Buy |
936
+172
| +23% | +$27.9K | 0.04% | 124 |
|
|
2023
Q4 | $112K | Hold |
764
| – | – | 0.03% | 131 |
|
|
2023
Q3 | $111K | Sell |
764
-78
| -9% | -$11.4K | 0.04% | 126 |
|
|
2023
Q2 | $128K | Hold |
842
| – | – | 0.05% | 122 |
|
|
2023
Q1 | $125K | Buy |
842
+78
| +10% | +$11.6K | 0.05% | 128 |
|
|
2022
Q4 | $116K | Buy |
+764
| New | +$116K | 0.05% | 121 |
|