Twin Peaks Wealth 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 | $323K | Sell |
2,081
-165
| -7% | -$25.6K | 0.1% | 121 |
|
|
2025
Q1 | $378K | Buy |
2,246
+139
| +7% | +$23.4K | 0.17% | 100 |
|
|
2024
Q4 | $353K | Buy |
2,107
+52
| +3% | +$8.72K | 0.15% | 102 |
|
|
2024
Q3 | $356K | Buy |
2,055
+78
| +4% | +$13.5K | 0.16% | 91 |
|
|
2024
Q2 | $326K | Buy |
1,977
+213
| +12% | +$35.1K | 0.16% | 94 |
|
|
2024
Q1 | $286K | Buy |
1,764
+212
| +14% | +$34.4K | 0.16% | 106 |
|
|
2023
Q4 | $227K | Buy |
+1,552
| New | +$227K | 0.15% | 109 |
|