Windsor 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 | $542K | Buy |
3,402
+29
| +0.9% | +$4.62K | 0.77% | 22 |
|
|
2025
Q1 | $575K | Sell |
3,373
-92
| -3% | -$15.7K | 0.74% | 23 |
|
|
2024
Q4 | $581K | Sell |
3,465
-1,802
| -34% | -$302K | 0.68% | 30 |
|
|
2024
Q3 | $912K | Buy |
5,267
+1,143
| +28% | +$198K | 1.03% | 22 |
|
|
2024
Q2 | $680K | Buy |
4,124
+290
| +8% | +$47.8K | 1.36% | 18 |
|
|
2024
Q1 | $622K | Sell |
3,834
-42
| -1% | -$6.82K | 1.75% | 17 |
|
|
2023
Q4 | $568K | Sell |
3,876
-1,316
| -25% | -$193K | 1.69% | 17 |
|
|
2023
Q3 | $757K | Hold |
5,192
| – | – | 1.8% | 13 |
|
|
2023
Q2 | $788K | Hold |
5,192
| – | – | 1.95% | 12 |
|
|
2023
Q1 | $772K | Sell |
5,192
-529
| -9% | -$78.7K | 1.85% | 14 |
|
|
2022
Q4 | $867K | Buy |
+5,721
| New | +$867K | 2.3% | 11 |
|