Waterway 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
Q2 | – | Sell |
-5,041
| Closed | -$859K | – | 94 |
|
|
2025
Q1 | $859K | Buy |
5,041
+687
| +16% | +$117K | 0.36% | 27 |
|
|
2024
Q4 | $730K | Buy |
4,354
+535
| +14% | +$89.7K | 0.32% | 33 |
|
|
2024
Q3 | $661K | Sell |
3,819
-836
| -18% | -$145K | 0.28% | 36 |
|
|
2024
Q2 | $768K | Buy |
4,655
+569
| +14% | +$93.8K | 0.38% | 27 |
|
|
2024
Q1 | $663K | Buy |
+4,086
| New | +$663K | 0.29% | 24 |
|