Zynergy Retirement Planning’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
-125
Closed -$21K 80
2025
Q1
$21K Hold
125
0.01% 64
2024
Q4
$21.7K Hold
125
0.02% 60
2024
Q3
$21.7K Sell
125
-137
-52% -$23.7K 0.02% 60
2024
Q2
$43.2K Buy
+262
New +$43.2K 0.03% 45