Waypoint Wealth Counsel’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 | $223K | Sell |
1,400
-239
| -15% | -$38.1K | 0.11% | 163 |
|
|
2025
Q1 | $279K | Buy |
1,639
+261
| +19% | +$44.5K | 0.18% | 79 |
|
|
2024
Q4 | $231K | Buy |
1,378
+70
| +5% | +$11.7K | 0.15% | 84 |
|
|
2024
Q3 | $227K | Buy |
+1,308
| New | +$227K | 0.15% | 89 |
|
|
2023
Q4 | – | Sell |
-1,831
| Closed | -$267K | – | 98 |
|
|
2023
Q3 | $267K | Buy |
1,831
+21
| +1% | +$3.06K | 0.25% | 67 |
|
|
2023
Q2 | $275K | Sell |
1,810
-53
| -3% | -$8.04K | 0.25% | 69 |
|
|
2023
Q1 | $277K | Buy |
1,863
+172
| +10% | +$25.6K | 0.21% | 71 |
|
|
2022
Q4 | $256K | Buy |
+1,691
| New | +$256K | 0.21% | 76 |
|