Vertex Planning Partners’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
$636K Sell
2025
Q1
$682K Buy
2024
Q4
$664K Buy
2024
Q3
$642K Buy
2024
Q2
$610K Buy
2024
Q1
$591K Sell
2023
Q4
$594K Buy
2023
Q3
$562K Sell
2023
Q2
$600K Buy
2023
Q1
$305K Sell
2022
Q4
$495K Buy