Clear Perspectives Financial Planning’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $17.8M | Buy |
119,795
+11,422
| +11% | +$1.7M | 9.99% | 1 |
|
|
2022
Q4 | $16.4M | Sell |
108,373
-9,241
| -8% | -$1.4M | 8.73% | 2 |
|
|
2022
Q3 | $14.8M | Buy |
117,614
+5,231
| +5% | +$660K | 7.28% | 4 |
|
|
2022
Q2 | $16.2M | Buy |
112,383
+20,161
| +22% | +$2.9M | 6.3% | 6 |
|
|
2022
Q1 | $14.1M | Buy |
92,222
+2,442
| +3% | +$373K | 5.34% | 7 |
|
|
2021
Q4 | $14.7M | Buy |
89,780
+2,989
| +3% | +$489K | 5.94% | 5 |
|
|
2021
Q3 | $12.1M | Sell |
86,791
-7,174
| -8% | -$1M | 5.5% | 4 |
|
|
2021
Q2 | $12.7M | Sell |
93,965
-1,422
| -1% | -$192K | 6.12% | 4 |
|
|
2021
Q1 | $12.9M | Sell |
95,387
-6,978
| -7% | -$945K | 7.49% | 3 |
|
|
2020
Q4 | $14.2M | Buy |
+102,365
| New | +$14.2M | 9.03% | 1 |
|