Capital Insight Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,530
| Closed | -$232K | – | 168 |
|
|
2023
Q2 | $232K | Sell |
1,530
-713
| -32% | -$108K | 0.05% | 158 |
|
|
2023
Q1 | $334K | Buy |
2,243
+762
| +51% | +$113K | 0.08% | 133 |
|
|
2022
Q4 | $224K | Buy |
+1,481
| New | +$224K | 0.06% | 150 |
|
|
2018
Q2 | – | Sell |
-20,854
| Closed | -$1.65M | – | 78 |
|
|
2018
Q1 | $1.65M | Buy |
20,854
+769
| +4% | +$61K | 1.35% | 33 |
|
|
2017
Q4 | $1.85M | Buy |
+20,085
| New | +$1.85M | 1.44% | 30 |
|