Wiser Wealth Management’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
$399K Sell
2,504
-161
-6% -$25.6K 0.1% 39
2025
Q1
$454K Sell
2,665
-10
-0.4% -$1.7K 0.13% 31
2024
Q4
$448K Sell
2,675
-372
-12% -$62.4K 0.13% 33
2024
Q3
$528K Buy
3,047
+613
+25% +$106K 0.15% 30
2024
Q2
$401K Buy
2,434
+547
+29% +$90.2K 0.12% 29
2024
Q1
$306K Buy
1,887
+68
+4% +$11K 0.1% 24
2023
Q4
$270K Buy
+1,819
New +$270K 0.1% 28