Vantage Financial Partners (Wisconsin)’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
$719K Sell
4,516
-192
-4% -$30.6K 0.17% 89
2025
Q1
$802K Sell
4,708
-35
-0.7% -$5.97K 0.2% 72
2024
Q4
$795K Sell
4,743
-15
-0.3% -$2.52K 0.2% 69
2024
Q3
$824K Buy
4,758
+407
+9% +$70.5K 0.2% 71
2024
Q2
$718K Buy
4,351
+734
+20% +$121K 0.19% 59
2024
Q1
$587K Buy
3,617
+692
+24% +$112K 0.16% 73
2023
Q4
$429K Buy
2,925
+11
+0.4% +$1.61K 0.13% 79
2023
Q3
$425K Buy
2,914
+11
+0.4% +$1.6K 0.17% 44
2023
Q2
$441K Buy
2,903
+47
+2% +$7.13K 0.16% 46
2023
Q1
$425K Buy
2,856
+11
+0.4% +$1.64K 0.17% 50
2022
Q4
$431K Buy
2,845
+159
+6% +$24.1K 0.26% 35
2022
Q3
$339K Buy
2,686
+10
+0.4% +$1.26K 0.23% 34
2022
Q2
$385K Buy
2,676
+8
+0.3% +$1.15K 0.23% 32
2022
Q1
$408K Buy
2,668
+394
+17% +$60.3K 0.21% 36
2021
Q4
$372K Buy
+2,274
New +$372K 0.15% 36