Von Berge Wealth Management Group’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 | $262K | Buy |
1,654
+3
| +0.2% | +$475 | 0.15% | 51 |
|
|
2025
Q1 | $263K | Buy |
1,651
+3
| +0.2% | +$479 | 0.17% | 48 |
|
|
2024
Q4 | $276K | Sell |
1,648
-57
| -3% | -$9.55K | 0.17% | 50 |
|
|
2024
Q3 | $275K | Buy |
1,705
+2
| +0.1% | +$322 | 0.17% | 52 |
|
|
2024
Q2 | $277K | Buy |
1,703
+35
| +2% | +$5.69K | 0.18% | 50 |
|
|
2024
Q1 | $271K | Buy |
1,668
+3
| +0.2% | +$487 | 0.17% | 51 |
|
|
2023
Q4 | $251K | Buy |
1,665
+61
| +4% | +$9.19K | 0.19% | 56 |
|
|
2023
Q3 | $234K | Buy |
1,604
+2
| +0.1% | +$292 | 0.2% | 54 |
|
|
2023
Q2 | $243K | Buy |
1,602
+2
| +0.1% | +$303 | 0.2% | 55 |
|
|
2023
Q1 | $239K | Buy |
1,600
+2
| +0.1% | +$299 | 0.21% | 54 |
|
|
2022
Q4 | $225K | Buy |
+1,598
| New | +$225K | 0.2% | 55 |
|
|
2022
Q3 | – | Sell |
-1,593
| Closed | -$232K | – | 58 |
|
|
2022
Q2 | $232K | Buy |
1,593
+2
| +0.1% | +$291 | 0.24% | 48 |
|
|
2022
Q1 | $252K | Buy |
1,591
+2
| +0.1% | +$317 | 0.23% | 52 |
|
|
2021
Q4 | $255K | Buy |
+1,589
| New | +$255K | 0.24% | 51 |
|