ARQ Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,747
| Closed | -$300K | – | 104 |
|
|
2024
Q3 | $300K | Buy |
1,747
+53
| +3% | +$9.09K | 0.11% | 81 |
|
|
2024
Q2 | $279K | Sell |
1,694
-18
| -1% | -$2.97K | 0.12% | 76 |
|
|
2024
Q1 | $278K | Buy |
1,712
+54
| +3% | +$8.76K | 0.12% | 75 |
|
|
2023
Q4 | $243K | Sell |
1,658
-75
| -4% | -$11K | 0.14% | 60 |
|
|
2023
Q3 | $253K | Buy |
1,733
+106
| +7% | +$15.5K | 0.19% | 51 |
|
|
2023
Q2 | $247K | Sell |
1,627
-49
| -3% | -$7.44K | 0.16% | 51 |
|
|
2023
Q1 | $249K | Buy |
1,676
+26
| +2% | +$3.87K | 0.18% | 48 |
|
|
2022
Q4 | $250K | Sell |
1,650
-68
| -4% | -$10.3K | 0.16% | 46 |
|
|
2022
Q3 | $217K | Sell |
1,718
-69
| -4% | -$8.72K | 0.17% | 47 |
|
|
2022
Q2 | $257K | Hold |
1,787
| – | – | 0.18% | 47 |
|
|
2022
Q1 | $273K | Sell |
1,787
-100
| -5% | -$15.3K | 0.18% | 46 |
|
|
2021
Q4 | $309K | Buy |
1,887
+89
| +5% | +$14.6K | 0.22% | 43 |
|
|
2021
Q3 | $251K | Buy |
1,798
+11
| +0.6% | +$1.54K | 0.16% | 44 |
|
|
2021
Q2 | $241K | Buy |
1,787
+80
| +5% | +$10.8K | 0.15% | 46 |
|
|
2021
Q1 | $231K | Sell |
1,707
-44
| -3% | -$5.95K | 0.15% | 45 |
|
|
2020
Q4 | $244K | Sell |
1,751
-16
| -0.9% | -$2.23K | 0.15% | 48 |
|
|
2020
Q3 | $246K | Hold |
1,767
| – | – | 0.24% | 41 |
|
|
2020
Q2 | $211K | Sell |
1,767
-300
| -15% | -$35.8K | 0.21% | 41 |
|
|
2020
Q1 | $227K | Buy |
+2,067
| New | +$227K | 0.26% | 38 |
|