BRWM
B. Riley Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $299K | Buy |
43,267
+7,692
| +22% | +$53.1K | 0.35% | 22 |
|
|
2022
Q1 | $5.44M | Sell |
35,575
-2,134
| -6% | -$326K | 0.42% | 60 |
|
|
2021
Q4 | $6.17M | Buy |
37,709
+2,809
| +8% | +$459K | 0.43% | 56 |
|
|
2021
Q3 | $4.88M | Buy |
34,900
+13,939
| +66% | +$1.95M | 0.37% | 66 |
|
|
2021
Q2 | $2.83M | Sell |
20,961
-3,684
| -15% | -$497K | 0.31% | 79 |
|
|
2021
Q1 | $3.34M | Sell |
24,645
-178
| -0.7% | -$24.1K | 0.39% | 69 |
|
|
2020
Q4 | $3.45M | Sell |
24,823
-185
| -0.7% | -$25.7K | 0.45% | 56 |
|
|
2020
Q3 | $3.48M | Sell |
25,008
-12,873
| -34% | -$1.79M | 0.41% | 64 |
|
|
2020
Q2 | $4.53M | Sell |
37,881
-7,213
| -16% | -$862K | 0.5% | 54 |
|
|
2020
Q1 | $4.96M | Buy |
45,094
+32,668
| +263% | +$3.59M | 0.52% | 52 |
|
|
2019
Q4 | $1.55M | Sell |
12,426
-880
| -7% | -$110K | 0.23% | 100 |
|
|
2019
Q3 | $1.66M | Sell |
13,306
-2,930
| -18% | -$364K | 0.29% | 81 |
|
|
2019
Q2 | $1.78K | Sell |
16,236
-1,624
| -9% | -$178 | 0.27% | 74 |
|
|
2019
Q1 | $1.86M | Buy |
17,860
+936
| +6% | +$97.4K | 0.32% | 72 |
|
|
2018
Q4 | $1.56M | Buy |
16,924
+851
| +5% | +$78.2K | 0.33% | 69 |
|
|
2018
Q3 | $1.34M | Buy |
+16,073
| New | +$1.34M | 0.33% | 71 |
|
|
2016
Q1 | $539K | Sell |
6,553
-100
| -2% | -$8.23K | 0.81% | 41 |
|
|
2015
Q4 | $528K | Sell |
6,653
-246
| -4% | -$19.5K | 0.67% | 41 |
|
|
2015
Q3 | $496K | Buy |
6,899
+222
| +3% | +$16K | 0.7% | 37 |
|
|
2015
Q2 | $522K | Buy |
6,677
+170
| +3% | +$13.3K | 0.42% | 48 |
|
|
2015
Q1 | $533K | Sell |
6,507
-1,286
| -17% | -$105K | 0.4% | 58 |
|
|
2014
Q4 | $709K | Buy |
7,793
+1,186
| +18% | +$108K | 0.58% | 36 |
|
|
2014
Q3 | $553K | Sell |
6,607
-922
| -12% | -$77.2K | 0.41% | 55 |
|
|
2014
Q2 | $591K | Sell |
7,529
-90
| -1% | -$7.07K | 0.38% | 53 |
|
|
2014
Q1 | $614K | Buy |
+7,619
| New | +$614K | 0.45% | 37 |
|