BMS Financial Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $397K | Sell |
2,618
-996
| -28% | -$151K | 0.26% | 70 |
|
|
2023
Q1 | $537K | Buy |
3,614
+2
| +0.1% | +$297 | 0.37% | 62 |
|
|
2022
Q4 | $547K | Buy |
3,612
+168
| +5% | +$25.5K | 0.36% | 48 |
|
|
2022
Q3 | $435K | Sell |
3,444
-148
| -4% | -$18.7K | 0.31% | 67 |
|
|
2022
Q2 | $516K | Buy |
3,592
+144
| +4% | +$20.7K | 0.34% | 54 |
|
|
2022
Q1 | $527K | Buy |
3,448
+80
| +2% | +$12.2K | 0.34% | 61 |
|
|
2021
Q4 | $551K | Buy |
+3,368
| New | +$551K | 0.35% | 59 |
|