Alera Investment Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $812K | Buy |
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|
2023
Q4 | $725K | Sell |
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|
2023
Q3 | $744K | Sell |
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|
2023
Q2 | $795K | Sell |
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|
2023
Q1 | $821K | Sell |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $831K | Sell |
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|
2022
Q1 | $897K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $215K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $246K | Buy |
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|
2019
Q1 | $182K | Buy |
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