Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6.97M | Buy |
48,463
+6,053
| +14% | +$870K | 0.5% | 33 |
|
|
2022
Q1 | $6.48M | Buy |
42,410
+1,393
| +3% | +$213K | 0.42% | 36 |
|
|
2021
Q4 | $6.71M | Sell |
41,017
-836
| -2% | -$137K | 0.43% | 33 |
|
|
2021
Q3 | $5.85M | Buy |
41,853
+644
| +2% | +$90K | 0.42% | 31 |
|
|
2021
Q2 | $5.56M | Sell |
41,209
-2,323
| -5% | -$313K | 0.41% | 31 |
|
|
2021
Q1 | $5.9M | Buy |
43,532
+1,151
| +3% | +$156K | 0.47% | 27 |
|
|
2020
Q4 | $5.9M | Buy |
42,381
+1,005
| +2% | +$140K | 0.52% | 24 |
|
|
2020
Q3 | $5.75M | Buy |
41,376
+492
| +1% | +$68.4K | 0.6% | 22 |
|
|
2020
Q2 | $4.89M | Sell |
40,884
-703
| -2% | -$84.1K | 0.55% | 26 |
|
|
2020
Q1 | $4.58M | Buy |
41,587
+4,083
| +11% | +$449K | 0.63% | 23 |
|
|
2019
Q4 | $4.68M | Buy |
37,504
+1,474
| +4% | +$184K | 0.56% | 21 |
|
|
2019
Q3 | $4.48M | Sell |
36,030
-1,329
| -4% | -$165K | 0.6% | 22 |
|
|
2019
Q2 | $4.1M | Buy |
37,359
+976
| +3% | +$107K | 0.59% | 22 |
|
|
2019
Q1 | $3.79M | Buy |
36,383
+1,793
| +5% | +$187K | 0.6% | 23 |
|
|
2018
Q4 | $3.18M | Buy |
34,590
+6,436
| +23% | +$592K | 0.61% | 23 |
|
|
2018
Q3 | $2.34M | Buy |
28,154
+3,282
| +13% | +$273K | 0.45% | 37 |
|
|
2018
Q2 | $1.94M | Buy |
24,872
+12,419
| +100% | +$970K | 0.52% | 36 |
|
|
2018
Q1 | $987K | Buy |
12,453
+534
| +4% | +$42.3K | 0.39% | 45 |
|
|
2017
Q4 | $1.1M | Buy |
+11,919
| New | +$1.1M | 0.5% | 38 |
|