AMJ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,448
| Closed | -$220K | – | 70 |
|
|
2023
Q2 | $220K | Buy |
+1,448
| New | +$220K | 0.1% | 68 |
|
|
2022
Q3 | – | Sell |
-1,878
| Closed | -$270K | – | 59 |
|
|
2022
Q2 | $270K | Buy |
1,878
+15
| +0.8% | +$2.16K | 0.23% | 45 |
|
|
2022
Q1 | $285K | Buy |
1,863
+13
| +0.7% | +$1.99K | 0.11% | 72 |
|
|
2021
Q4 | $303K | Hold |
1,850
| – | – | 0.11% | 75 |
|
|
2021
Q3 | $259K | Sell |
1,850
-35
| -2% | -$4.9K | 0.11% | 82 |
|
|
2021
Q2 | $254K | Buy |
1,885
+35
| +2% | +$4.72K | 0.11% | 85 |
|
|
2021
Q1 | $251K | Sell |
1,850
-19,954
| -92% | -$2.71M | 0.12% | 76 |
|
|
2020
Q4 | $3.03M | Sell |
21,804
-48
| -0.2% | -$6.68K | 1.55% | 30 |
|
|
2020
Q3 | $3.04M | Buy |
21,852
+31
| +0.1% | +$4.31K | 1.79% | 30 |
|
|
2020
Q2 | $2.61M | Buy |
21,821
+9,051
| +71% | +$1.08M | 1.78% | 30 |
|
|
2020
Q1 | $1.41M | Sell |
12,770
-17,881
| -58% | -$1.97M | 2.44% | 12 |
|
|
2019
Q4 | $3.83M | Buy |
+30,651
| New | +$3.83M | 2.69% | 17 |
|