Wealth Management Partners’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 | $416K | Buy |
2,590
+71
| +3% | +$11.4K | 0.15% | 99 |
|
|
2025
Q1 | $429K | Buy |
2,519
+101
| +4% | +$17.2K | 0.2% | 86 |
|
|
2024
Q4 | $405K | Sell |
2,418
-28
| -1% | -$4.69K | 0.17% | 85 |
|
|
2024
Q3 | $424K | Sell |
2,446
-21
| -0.9% | -$3.64K | 0.2% | 80 |
|
|
2024
Q2 | $407K | Sell |
2,467
-9
| -0.4% | -$1.48K | 0.2% | 75 |
|
|
2024
Q1 | $402K | Sell |
2,476
-188
| -7% | -$30.5K | 0.2% | 79 |
|
|
2023
Q4 | $390K | Sell |
2,664
-178
| -6% | -$26.1K | 0.22% | 74 |
|
|
2023
Q3 | $415K | Hold |
2,842
| – | – | 0.26% | 74 |
|
|
2023
Q2 | $431K | Hold |
2,842
| – | – | 0.27% | 71 |
|
|
2023
Q1 | $423K | Sell |
2,842
-158
| -5% | -$23.5K | 0.3% | 68 |
|
|
2022
Q4 | $436K | Hold |
3,000
| – | – | 0.36% | 61 |
|
|
2022
Q3 | $347K | Hold |
3,000
| – | – | 0.3% | 63 |
|
|
2022
Q2 | $387K | Hold |
3,000
| – | – | 0.34% | 60 |
|
|
2022
Q1 | $423K | Hold |
3,000
| – | – | 0.3% | 63 |
|
|
2021
Q4 | $453K | Buy |
3,000
+98
| +3% | +$14.8K | 0.31% | 67 |
|
|
2021
Q3 | $406K | Sell |
2,902
-353
| -11% | -$49.4K | 0.3% | 67 |
|
|
2021
Q2 | $439K | Hold |
3,255
| – | – | 0.31% | 70 |
|
|
2021
Q1 | $445K | Hold |
3,255
| – | – | 0.33% | 68 |
|
|
2020
Q4 | $433K | Buy |
+3,255
| New | +$433K | 0.34% | 65 |
|