Unique Wealth’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 | $337K | Sell |
2,118
-23
| -1% | -$3.67K | 0.05% | 134 |
|
|
2025
Q1 | $365K | Buy |
2,141
+61
| +3% | +$10.4K | 0.07% | 118 |
|
|
2024
Q4 | $349K | Sell |
2,080
-3
| -0.1% | -$503 | 0.07% | 107 |
|
|
2024
Q3 | $361K | Hold |
2,083
| – | – | 0.08% | 90 |
|
|
2024
Q2 | $344K | Buy |
2,083
+35
| +2% | +$5.77K | 0.09% | 71 |
|
|
2024
Q1 | $332K | Buy |
2,048
+15
| +0.7% | +$2.43K | 0.09% | 69 |
|
|
2023
Q4 | $298K | Sell |
2,033
-255
| -11% | -$37.4K | 0.1% | 64 |
|
|
2023
Q3 | $334K | Sell |
2,288
-10
| -0.4% | -$1.46K | 0.14% | 65 |
|
|
2023
Q2 | $349K | Buy |
2,298
+51
| +2% | +$7.74K | 0.15% | 54 |
|
|
2023
Q1 | $334K | Sell |
2,247
-20
| -0.9% | -$2.97K | 0.16% | 40 |
|
|
2022
Q4 | $344K | Buy |
+2,267
| New | +$344K | 0.18% | 39 |
|