Blue Barn Wealth’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 | – | Sell |
-1,662
| Closed | -$244K | – | 145 |
|
|
2023
Q4 | $244K | Sell |
1,662
-795
| -32% | -$116K | 0.14% | 93 |
|
|
2023
Q3 | $358K | Sell |
2,457
-26
| -1% | -$3.79K | 0.24% | 76 |
|
|
2023
Q2 | $377K | Sell |
2,483
-152
| -6% | -$23.1K | 0.24% | 72 |
|
|
2023
Q1 | $392K | Buy |
2,635
+1,309
| +99% | +$195K | 0.24% | 72 |
|
|
2022
Q4 | $201K | Sell |
1,326
-360
| -21% | -$54.6K | 0.13% | 116 |
|
|
2022
Q3 | $213K | Buy |
1,686
+63
| +4% | +$7.96K | 0.15% | 106 |
|
|
2022
Q2 | $233K | Buy |
1,623
+1
| +0.1% | +$144 | 0.18% | 94 |
|
|
2022
Q1 | $248K | Sell |
1,622
-1,398
| -46% | -$214K | 0.17% | 98 |
|
|
2021
Q4 | $494K | Buy |
3,020
+416
| +16% | +$68K | 0.33% | 48 |
|
|
2021
Q3 | $364K | Buy |
+2,604
| New | +$364K | 0.32% | 59 |
|