Wealth Effects’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
$1.34M Sell
8,426
-401
-5% -$63.9K 0.5% 41
2025
Q1
$1.5M Sell
8,827
-159
-2% -$27.1K 0.63% 35
2024
Q4
$1.51M Sell
8,986
-214
-2% -$35.9K 0.54% 40
2024
Q3
$1.59M Buy
9,200
+100
+1% +$17.3K 0.56% 41
2024
Q2
$1.5M Sell
9,100
-480
-5% -$79.2K 0.54% 41
2024
Q1
$1.55M Sell
9,580
-300
-3% -$48.7K 0.57% 38
2023
Q4
$1.45M Buy
9,880
+15
+0.2% +$2.2K 0.54% 40
2023
Q3
$1.44M Buy
9,865
+36
+0.4% +$5.25K 0.71% 30
2023
Q2
$1.49M Sell
9,829
-8
-0.1% -$1.21K 0.66% 31
2023
Q1
$1.46M Sell
9,837
-115
-1% -$17.1K 0.75% 30
2022
Q4
$1.51M Buy
9,952
+190
+2% +$28.8K 0.86% 26
2022
Q3
$1.23M Buy
9,762
+186
+2% +$23.5K 0.75% 31
2022
Q2
$1.38M Buy
9,576
+1,585
+20% +$228K 0.83% 29
2022
Q1
$1.22M Sell
7,991
-70
-0.9% -$10.7K 0.57% 41
2021
Q4
$1.32M Buy
+8,061
New +$1.32M 0.55% 42