United Advisor Group’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 | $3.16M | Sell |
19,853
-1,289
| -6% | -$205K | 0.55% | 45 |
|
|
2025
Q1 | $3.6M | Buy |
21,142
+3,925
| +23% | +$669K | 0.74% | 32 |
|
|
2024
Q4 | $2.89M | Sell |
17,217
-3,840
| -18% | -$644K | 0.57% | 43 |
|
|
2024
Q3 | $3.65M | Buy |
21,057
+7,912
| +60% | +$1.37M | 0.82% | 26 |
|
|
2024
Q2 | $2.17M | Sell |
13,145
-1,489
| -10% | -$246K | 0.67% | 41 |
|
|
2024
Q1 | $2.37M | Sell |
14,634
-8,570
| -37% | -$1.39M | 0.89% | 28 |
|
|
2023
Q4 | $3.46M | Buy |
+23,204
| New | +$3.46M | 4.17% | 6 |
|