BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $506K | Sell |
3,519
-3,865
| -52% | -$556K | 0.14% | 36 |
|
|
2022
Q1 | $1.13M | Hold |
7,384
| – | – | 0.29% | 22 |
|
|
2021
Q4 | $1.21M | Buy |
7,384
+3,799
| +106% | +$622K | 0.33% | 21 |
|
|
2021
Q3 | $501K | Hold |
3,585
| – | – | 0.16% | 31 |
|
|
2021
Q2 | $484K | Buy |
+3,585
| New | +$484K | 0.15% | 34 |
|
|
2021
Q1 | – | Sell |
-1,647
| Closed | -$229K | – | 71 |
|
|
2020
Q4 | $229K | Hold |
1,647
| – | – | 0.09% | 55 |
|
|
2020
Q3 | $229K | Buy |
+1,647
| New | +$229K | 0.1% | 52 |
|
|
2020
Q1 | – | Sell |
-1,647
| Closed | -$206K | – | 67 |
|
|
2019
Q4 | $206K | Buy |
+1,647
| New | +$206K | 0.1% | 61 |
|
|
2019
Q1 | – | Sell |
-4,627
| Closed | -$456K | – | 91 |
|
|
2018
Q4 | $456K | Buy |
+4,627
| New | +$456K | 0.2% | 55 |
|