Vivid Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,389
| Closed | -$233K | – | 71 |
|
|
2024
Q4 | $233K | Buy |
1,389
+203
| +17% | +$34K | 0.12% | 58 |
|
|
2024
Q3 | $205K | Sell |
1,186
-864
| -42% | -$150K | 0.11% | 59 |
|
|
2024
Q2 | $338K | Sell |
2,050
-6,230
| -75% | -$1.03M | 0.19% | 58 |
|
|
2024
Q1 | $1.34M | Sell |
8,280
-202
| -2% | -$32.8K | 0.84% | 24 |
|
|
2023
Q4 | $1.24M | Buy |
+8,482
| New | +$1.24M | 0.84% | 24 |
|