Wiser Advisor 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 | – | Sell |
-136
| Closed | -$23.1K | – | 192 |
|
2025
Q1 | $23.1K | Buy |
136
+1
| +0.7% | +$170 | 0.03% | 139 |
|
2024
Q4 | $22.6K | Buy |
135
+1
| +0.7% | +$167 | 0.03% | 139 |
|
2024
Q3 | $23.2K | Hold |
134
| – | – | 0.03% | 141 |
|
2024
Q2 | $22K | Buy |
134
+2
| +2% | +$328 | 0.03% | 141 |
|
2024
Q1 | $21.5K | Hold |
132
| – | – | 0.03% | 144 |
|
2023
Q4 | $19.3K | Buy |
+132
| New | +$19.3K | 0.03% | 152 |
|