Wheelhouse Advisory Group’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 | $777K | Buy |
4,874
+22
| +0.5% | +$3.51K | 0.38% | 23 |
|
|
2025
Q1 | $827K | Sell |
4,852
-104
| -2% | -$17.7K | 0.47% | 19 |
|
|
2024
Q4 | $831K | Sell |
4,956
-76
| -2% | -$12.7K | 0.49% | 21 |
|
|
2024
Q3 | $872K | Buy |
5,032
+14
| +0.3% | +$2.43K | 0.56% | 19 |
|
|
2024
Q2 | $823K | Sell |
5,018
-13
| -0.3% | -$2.13K | 0.58% | 18 |
|
|
2024
Q1 | $816K | Sell |
5,031
-195
| -4% | -$31.6K | 0.63% | 18 |
|
|
2023
Q4 | $766K | Buy |
+5,226
| New | +$766K | 0.67% | 19 |
|