Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.5M | Buy |
15,401
+1,337
| +10% | +$217K | 1.05% | 30 |
|
|
2023
Q4 | $2.06M | Sell |
14,064
-74
| -0.5% | -$10.8K | 0.97% | 31 |
|
|
2023
Q3 | $2.06M | Buy |
14,138
+361
| +3% | +$52.7K | 1.11% | 25 |
|
|
2023
Q2 | $2.09M | Buy |
13,777
+718
| +5% | +$109K | 1.1% | 26 |
|
|
2023
Q1 | $1.94M | Buy |
13,059
+356
| +3% | +$52.9K | 1.17% | 24 |
|
|
2022
Q4 | $1.93M | Sell |
12,703
-104
| -0.8% | -$15.8K | 0.89% | 23 |
|
|
2022
Q3 | $1.62M | Buy |
12,807
+512
| +4% | +$64.6K | 1.17% | 23 |
|
|
2022
Q2 | $1.77M | Sell |
12,295
-140
| -1% | -$20.1K | 1.21% | 21 |
|
|
2022
Q1 | $1.9M | Sell |
12,435
-81
| -0.6% | -$12.4K | 1.1% | 22 |
|
|
2021
Q4 | $2.05M | Sell |
12,516
-763
| -6% | -$125K | 1.14% | 22 |
|
|
2021
Q3 | $1.86M | Buy |
13,279
+82
| +0.6% | +$11.5K | 1.13% | 24 |
|
|
2021
Q2 | $1.78M | Buy |
13,197
+356
| +3% | +$48K | 1.1% | 27 |
|
|
2021
Q1 | $1.74M | Buy |
12,841
+107
| +0.8% | +$14.5K | 1.11% | 26 |
|
|
2020
Q4 | $1.77M | Buy |
12,734
+68
| +0.5% | +$9.46K | 1.26% | 24 |
|
|
2020
Q3 | $1.76M | Buy |
12,666
+2,084
| +20% | +$290K | 1.38% | 20 |
|
|
2020
Q2 | $1.27M | Sell |
10,582
-396
| -4% | -$47.3K | 1.02% | 29 |
|
|
2020
Q1 | $1.21M | Buy |
10,978
+467
| +4% | +$51.4K | 1.12% | 26 |
|
|
2019
Q4 | $1.31M | Buy |
+10,511
| New | +$1.31M | 1.01% | 28 |
|