UP Strategic Wealth Investment Advisors’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
2025
Q1
$590K Sell
2024
Q4
$605K Buy
2024
Q3
$496K Buy
2024
Q2
$392K Buy
2024
Q1
$333K Sell
2023
Q4
$303K Buy