Whelan Financial’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 | $499K | Buy |
3,130
+34
| +1% | +$5.42K | 0.18% | 42 |
|
|
2025
Q1 | $528K | Buy |
3,096
+87
| +3% | +$14.8K | 0.21% | 32 |
|
|
2024
Q4 | $504K | Buy |
3,009
+358
| +14% | +$60K | 0.2% | 31 |
|
|
2024
Q3 | $459K | Buy |
2,651
+78
| +3% | +$13.5K | 0.19% | 30 |
|
|
2024
Q2 | $424K | Buy |
2,573
+120
| +5% | +$19.8K | 0.19% | 29 |
|
|
2024
Q1 | $398K | Buy |
2,453
+419
| +21% | +$68K | 0.18% | 31 |
|
|
2023
Q4 | $298K | Sell |
2,034
-143
| -7% | -$21K | 0.14% | 31 |
|
|
2023
Q3 | $318K | Buy |
2,177
+45
| +2% | +$6.56K | 0.17% | 25 |
|
|
2023
Q2 | $324K | Buy |
2,132
+7
| +0.3% | +$1.06K | 0.17% | 25 |
|
|
2023
Q1 | $316K | Buy |
2,125
+375
| +21% | +$55.8K | 0.18% | 24 |
|
|
2022
Q4 | $265K | Buy |
1,750
+57
| +3% | +$8.64K | 0.16% | 25 |
|
|
2022
Q3 | $214K | Buy |
1,693
+189
| +13% | +$23.9K | 0.15% | 26 |
|
|
2022
Q2 | $216K | Hold |
1,504
| – | – | 0.15% | 20 |
|
|
2022
Q1 | $230K | Buy |
+1,504
| New | +$230K | 0.14% | 18 |
|