WealthPlan Investment 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 | $1.57M | Buy |
9,843
+7,857
| +396% | +$1.25M | 0.11% | 142 |
|
|
2025
Q1 | $339K | Buy |
1,986
+3
| +0.2% | +$511 | 0.03% | 212 |
|
|
2024
Q4 | $332K | Buy |
1,983
+272
| +16% | +$45.6K | 0.03% | 207 |
|
|
2024
Q3 | $296K | Buy |
+1,711
| New | +$296K | 0.03% | 209 |
|
|
2023
Q3 | – | Sell |
-561
| Closed | -$85.1K | – | 296 |
|
|
2023
Q2 | $85.1K | Sell |
561
-603
| -52% | -$91.5K | 0.03% | 164 |
|
|
2023
Q1 | $173K | Sell |
1,164
-5,334
| -82% | -$793K | 0.03% | 166 |
|
|
2022
Q4 | $910K | Buy |
6,498
+606
| +10% | +$84.9K | 0.06% | 183 |
|
|
2022
Q3 | $885K | Buy |
+5,892
| New | +$885K | 0.06% | 175 |
|
|
2022
Q1 | $1.22M | Buy |
+7,575
| New | +$1.22M | 0.08% | 154 |
|