Wealthstream Advisors’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 | $326K | Buy |
2,046
+317
| +18% | +$50.5K | 0.05% | 113 |
|
|
2025
Q1 | $295K | Buy |
1,729
+87
| +5% | +$14.8K | 0.06% | 115 |
|
|
2024
Q4 | $275K | Buy |
1,642
+94
| +6% | +$15.8K | 0.05% | 122 |
|
|
2024
Q3 | $268K | Sell |
1,548
-186
| -11% | -$32.2K | 0.05% | 123 |
|
|
2024
Q2 | $286K | Buy |
1,734
+315
| +22% | +$52K | 0.1% | 97 |
|
|
2024
Q1 | $230K | Sell |
1,419
-1,135
| -44% | -$184K | 0.09% | 119 |
|
|
2023
Q4 | $374K | Buy |
+2,554
| New | +$374K | 0.15% | 86 |
|