WealthPlan Investment Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Sell |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $296K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $85.1K | Sell |
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|
2023
Q1 | $173K | Sell |
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|
2022
Q4 | $910K | Buy |
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|
2022
Q3 | $885K | Buy |
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|
2022
Q1 | $1.22M | Buy |
|