Williamson Legacy 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
$546K Sell
3,427
-46
-1% -$7.33K 0.46% 86
2025
Q1
$592K Sell
3,473
-2
-0.1% -$341 0.56% 75
2024
Q4
$583K Sell
3,475
-194
-5% -$32.5K 0.39% 82
2024
Q3
$635K Buy
3,669
+2
+0.1% +$346 0.42% 80
2024
Q2
$605K Sell
3,667
-5
-0.1% -$825 0.45% 69
2024
Q1
$596K Sell
3,672
-6
-0.2% -$973 0.46% 66
2023
Q4
$539K Buy
+3,678
New +$539K 0.5% 65