Confluence Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $581K | Sell |
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|
2020
Q2 | $801K | Buy |
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|
2020
Q1 | $674K | Sell |
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|
2019
Q4 | $783K | Buy |
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|
2019
Q3 | $581K | Buy |
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|
2019
Q2 | $483K | Hold |
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|
2019
Q1 | $459K | Buy |
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|
2018
Q4 | $376K | Sell |
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|
2018
Q3 | $384K | Buy |
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|
2018
Q2 | $330K | Sell |
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|
2018
Q1 | $423K | Buy |
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|
2017
Q4 | $487K | Sell |
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|
2017
Q3 | $497K | Buy |
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|
2017
Q2 | $452K | Buy |
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|
2017
Q1 | $414K | Buy |
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|
2016
Q4 | $380K | Buy |
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|
2016
Q3 | $385K | Buy |
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|
2016
Q2 | $320K | Sell |
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|
2016
Q1 | $316K | Buy |
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|
2015
Q4 | $280K | Buy |
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|
2015
Q3 | $242K | Buy |
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|
2015
Q2 | $217K | Hold |
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|
2015
Q1 | $227K | Buy |
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|
2014
Q4 | $250K | Buy |
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|
2014
Q3 | $220K | Sell |
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|
2014
Q2 | $383K | Buy |
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|
2014
Q1 | $200K | Buy |
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