Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $689K | Buy |
6,625
+975
| +17% | +$101K | 0.39% | 26 |
|
|
2018
Q4 | $545K | Hold |
5,650
| – | – | 0.37% | 22 |
|
|
2018
Q3 | $470K | Sell |
5,650
-500
| -8% | -$41.6K | 0.23% | 31 |
|
|
2018
Q2 | $501K | Sell |
6,150
-911
| -13% | -$74.2K | 0.24% | 28 |
|
|
2018
Q1 | $560K | Buy |
7,061
+1,000
| +16% | +$79.3K | 0.3% | 29 |
|
|
2017
Q4 | $557K | Buy |
6,061
+2,078
| +52% | +$191K | 0.31% | 27 |
|
|
2017
Q3 | $362K | Buy |
3,983
+970
| +32% | +$88.2K | 0.21% | 31 |
|
|
2017
Q2 | $263K | Buy |
3,013
+461
| +18% | +$40.2K | 0.16% | 36 |
|
|
2017
Q1 | $229K | Hold |
2,552
| – | – | 0.16% | 36 |
|
|
2016
Q4 | $215K | Hold |
2,552
| – | – | 0.17% | 34 |
|
|
2016
Q3 | $228K | Buy |
2,552
+1,200
| +89% | +$107K | 0.2% | 33 |
|
|
2016
Q2 | $114K | Sell |
1,352
-1,000
| -43% | -$84.3K | 0.13% | 31 |
|
|
2016
Q1 | $194K | Buy |
2,352
+1,152
| +96% | +$95K | 0.22% | 24 |
|
|
2015
Q4 | $95K | Sell |
1,200
-300
| -20% | -$23.8K | 0.09% | 33 |
|
|
2015
Q3 | $108K | Hold |
1,500
| – | – | 0.11% | 28 |
|
|
2015
Q2 | $117K | Buy |
1,500
+200
| +15% | +$15.6K | 0.09% | 41 |
|
|
2015
Q1 | $107K | Buy |
1,300
+300
| +30% | +$24.7K | 0.09% | 38 |
|
|
2014
Q4 | $91K | Buy |
+1,000
| New | +$91K | 0.09% | 38 |
|