Whelan Financial’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $516K | Buy |
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|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $528K | Buy |
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|
2024
Q4 | $504K | Buy |
|
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|
2024
Q3 | $459K | Buy |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $398K | Buy |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $230K | Buy |
|