UP Strategic Wealth Investment 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 | $373K | Sell |
2,339
-1,126
| -32% | -$179K | 0.29% | 55 |
|
|
2025
Q1 | $590K | Sell |
3,465
-145
| -4% | -$24.7K | 0.53% | 34 |
|
|
2024
Q4 | $605K | Buy |
3,610
+749
| +26% | +$126K | 0.61% | 30 |
|
|
2024
Q3 | $496K | Buy |
2,861
+486
| +20% | +$84.2K | 0.55% | 35 |
|
|
2024
Q2 | $392K | Buy |
2,375
+323
| +16% | +$53.3K | 0.59% | 35 |
|
|
2024
Q1 | $333K | Sell |
2,052
-13
| -0.6% | -$2.11K | 0.54% | 42 |
|
|
2023
Q4 | $303K | Buy |
+2,065
| New | +$303K | 0.55% | 42 |
|