Westshore Wealth’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 | $449K | Buy |
2,816
+4
| +0.1% | +$637 | 0.17% | 50 |
|
|
2025
Q1 | $479K | Buy |
2,812
+3
| +0.1% | +$511 | 0.2% | 42 |
|
|
2024
Q4 | $471K | Buy |
2,809
+1,003
| +56% | +$168K | 0.19% | 41 |
|
|
2024
Q3 | $313K | Buy |
1,806
+3
| +0.2% | +$520 | 0.13% | 63 |
|
|
2024
Q2 | $297K | Buy |
1,803
+3
| +0.2% | +$495 | 0.12% | 65 |
|
|
2024
Q1 | $292K | Buy |
1,800
+3
| +0.2% | +$487 | 0.12% | 69 |
|
|
2023
Q4 | $263K | Sell |
1,797
-23
| -1% | -$3.37K | 0.12% | 68 |
|
|
2023
Q3 | $266K | Buy |
1,820
+30
| +2% | +$4.38K | 0.15% | 60 |
|
|
2023
Q2 | $272K | Sell |
1,790
-33
| -2% | -$5.01K | 0.14% | 75 |
|
|
2023
Q1 | $271K | Buy |
1,823
+37
| +2% | +$5.5K | 0.14% | 80 |
|
|
2022
Q4 | $271K | Buy |
1,786
+2
| +0.1% | +$303 | 0.15% | 79 |
|
|
2022
Q3 | $225K | Buy |
1,784
+38
| +2% | +$4.79K | 0.15% | 77 |
|
|
2022
Q2 | $251K | Buy |
1,746
+3
| +0.2% | +$431 | 0.16% | 72 |
|
|
2022
Q1 | $266K | Buy |
1,743
+140
| +9% | +$21.4K | 0.18% | 72 |
|
|
2021
Q4 | $262K | Buy |
1,603
+2
| +0.1% | +$327 | 0.18% | 70 |
|
|
2021
Q3 | $224K | Sell |
1,601
-11,639
| -88% | -$1.63M | 0.18% | 69 |
|
|
2021
Q2 | $1.79M | Buy |
13,240
+802
| +6% | +$108K | 0.92% | 19 |
|
|
2021
Q1 | $1.68M | Buy |
+12,438
| New | +$1.68M | 0.96% | 20 |
|