Whipplewood 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
$117K Sell
735
-18
-2% -$2.87K 0.06% 218
2025
Q1
$127K Sell
753
-123
-14% -$20.7K 0.08% 200
2024
Q4
$147K Buy
+876
New +$147K 0.08% 192