Walkner Condon Financial Advisors’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 | $705K | Buy |
4,426
+408
| +10% | +$65K | 0.13% | 121 |
|
|
2025
Q1 | $685K | Buy |
4,018
+176
| +5% | +$30K | 0.14% | 118 |
|
|
2024
Q4 | $644K | Sell |
3,842
-93
| -2% | -$15.6K | 0.13% | 132 |
|
|
2024
Q3 | $682K | Buy |
3,935
+696
| +21% | +$121K | 0.14% | 126 |
|
|
2024
Q2 | $534K | Buy |
3,239
+59
| +2% | +$9.72K | 0.12% | 140 |
|
|
2024
Q1 | $516K | Buy |
3,180
+219
| +7% | +$35.5K | 0.11% | 148 |
|
|
2023
Q4 | $434K | Buy |
2,961
+365
| +14% | +$53.5K | 0.1% | 164 |
|
|
2023
Q3 | $379K | Buy |
2,596
+519
| +25% | +$75.7K | 0.1% | 157 |
|
|
2023
Q2 | $315K | Sell |
2,077
-80
| -4% | -$12.1K | 0.08% | 180 |
|
|
2023
Q1 | $321K | Buy |
2,157
+42
| +2% | +$6.24K | 0.09% | 161 |
|
|
2022
Q4 | $321K | Sell |
2,115
-22
| -1% | -$3.34K | 0.1% | 157 |
|
|
2022
Q3 | $270K | Buy |
2,137
+58
| +3% | +$7.33K | 0.09% | 172 |
|
|
2022
Q2 | $299K | Buy |
+2,079
| New | +$299K | 0.09% | 171 |
|