Bridgewater Wealth & Financial Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $7.22M | Sell |
78,624
-1,544
| -2% | -$142K | 2.88% | 15 |
|
|
2017
Q3 | $7.29M | Sell |
80,168
-1,346
| -2% | -$122K | 2.99% | 14 |
|
|
2017
Q2 | $7.1M | Buy |
81,514
+11,208
| +16% | +$977K | 2.37% | 14 |
|
|
2017
Q1 | $6.32M | Sell |
70,306
-1,053
| -1% | -$94.6K | 2.31% | 16 |
|
|
2016
Q4 | $6M | Sell |
71,359
-1,582
| -2% | -$133K | 2.27% | 17 |
|
|
2016
Q3 | $6.55M | Buy |
72,941
+449
| +0.6% | +$40.3K | 2.41% | 17 |
|
|
2016
Q2 | $6.14M | Sell |
72,492
-737
| -1% | -$62.4K | 2.21% | 18 |
|
|
2016
Q1 | $6.03M | Buy |
73,229
+1,970
| +3% | +$162K | 2.19% | 21 |
|
|
2015
Q4 | $5.66M | Buy |
71,259
+3,655
| +5% | +$290K | 2.19% | 22 |
|
|
2015
Q3 | $4.86M | Buy |
67,604
+2,665
| +4% | +$192K | 2.01% | 23 |
|
|
2015
Q2 | $5.08M | Buy |
64,939
+2,226
| +4% | +$174K | 2.15% | 24 |
|
|
2015
Q1 | $5.14M | Buy |
62,713
+872
| +1% | +$71.5K | 2.19% | 21 |
|
|
2014
Q4 | $5.63M | Buy |
+61,841
| New | +$5.63M | 2.29% | 18 |
|