Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $436K | Buy |
2,599
+1,062
| +69% | +$178K | 0.04% | 53 |
|
|
2024
Q3 | $266K | Buy |
+1,537
| New | +$266K | 0.02% | 58 |
|
|
2024
Q2 | – | Sell |
-3,170
| Closed | -$514K | – | 80 |
|
|
2024
Q1 | $514K | Buy |
3,170
+1,182
| +59% | +$192K | 0.05% | 42 |
|
|
2023
Q4 | $291K | Buy |
1,988
+231
| +13% | +$33.8K | 0.03% | 49 |
|
|
2023
Q3 | $256K | Buy |
1,757
+141
| +9% | +$20.5K | 0.03% | 59 |
|
|
2023
Q2 | $245K | Buy |
1,616
+96
| +6% | +$14.6K | 0.03% | 57 |
|
|
2023
Q1 | $226K | Buy |
1,520
+169
| +13% | +$25.1K | 0.03% | 65 |
|
|
2022
Q4 | $205K | Buy |
+1,351
| New | +$205K | 0.03% | 70 |
|
|
2022
Q2 | – | Sell |
-1,418
| Closed | -$217K | – | 71 |
|
|
2022
Q1 | $217K | Buy |
1,418
+100
| +8% | +$15.3K | 0.03% | 75 |
|
|
2021
Q4 | $216K | Buy |
+1,318
| New | +$216K | 0.02% | 75 |
|
|
2020
Q3 | – | Sell |
-1,071
| Closed | -$128K | – | 271 |
|
|
2020
Q2 | $128K | Buy |
+1,071
| New | +$128K | 0.02% | 78 |
|