TrueWealth 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 | $567K | Sell |
3,560
-160
| -4% | -$25.5K | 0.17% | 112 |
|
|
2025
Q1 | $634K | Sell |
3,720
-81
| -2% | -$13.8K | 0.21% | 85 |
|
|
2024
Q4 | $637K | Buy |
3,801
+4
| +0.1% | +$671 | 0.21% | 88 |
|
|
2024
Q3 | $658K | Buy |
3,797
+36
| +1% | +$6.23K | 0.22% | 87 |
|
|
2024
Q2 | $620K | Sell |
3,761
-103
| -3% | -$17K | 0.23% | 84 |
|
|
2024
Q1 | $627K | Sell |
3,864
-336
| -8% | -$54.5K | 0.24% | 78 |
|
|
2023
Q4 | $615K | Sell |
4,200
-226
| -5% | -$33.1K | 0.24% | 72 |
|
|
2023
Q3 | $646K | Buy |
4,426
+189
| +4% | +$27.6K | 0.27% | 69 |
|
|
2023
Q2 | $643K | Buy |
4,237
+168
| +4% | +$25.5K | 0.26% | 70 |
|
|
2023
Q1 | $605K | Buy |
4,069
+340
| +9% | +$50.6K | 0.25% | 72 |
|
|
2022
Q4 | $565K | Buy |
3,729
+84
| +2% | +$12.7K | 0.25% | 72 |
|
|
2022
Q3 | $460K | Buy |
3,645
+75
| +2% | +$9.47K | 0.22% | 82 |
|
|
2022
Q2 | $513K | Buy |
3,570
+317
| +10% | +$45.6K | 0.24% | 83 |
|
|
2022
Q1 | $532K | Hold |
3,253
| – | – | 0.24% | 87 |
|
|
2021
Q4 | $532K | Buy |
+3,253
| New | +$532K | 0.24% | 87 |
|