Wealth 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
$1.49M Sell
9,349
-3,169
-25% -$505K 1.48% 18
2025
Q1
$2.13M Sell
12,518
-67
-0.5% -$11.4K 1.38% 16
2024
Q4
$2.11M Sell
12,585
-66
-0.5% -$11.1K 1.36% 16
2024
Q3
$2.19M Sell
12,651
-201
-2% -$34.8K 1.47% 15
2024
Q2
$2.12M Sell
12,852
-208
-2% -$34.3K 1.52% 14
2024
Q1
$2.12M Buy
+13,060
New +$2.12M 1.6% 14