Wealthspan 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 | $253K | Sell |
1,587
-32
| -2% | -$5.1K | 0.1% | 101 |
|
|
2025
Q1 | $276K | Buy |
1,619
+2
| +0.1% | +$341 | 0.13% | 95 |
|
|
2024
Q4 | $271K | Buy |
1,617
+2
| +0.1% | +$335 | 0.13% | 94 |
|
|
2024
Q3 | $280K | Sell |
1,615
-32
| -2% | -$5.54K | 0.14% | 89 |
|
|
2024
Q2 | $272K | Buy |
1,647
+49
| +3% | +$8.08K | 0.15% | 86 |
|
|
2024
Q1 | $259K | Buy |
+1,598
| New | +$259K | 0.15% | 84 |
|
|
2022
Q1 | – | Sell |
-1,347
| Closed | -$220K | – | 69 |
|
|
2021
Q4 | $220K | Buy |
+1,347
| New | +$220K | 0.19% | 64 |
|