Constellation Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $5.96M | Sell |
82,818
-228
| -0.3% | -$16.4K | 0.66% | 37 |
|
|
2015
Q2 | $6.5M | Sell |
83,046
-1,268
| -2% | -$99.2K | 0.55% | 42 |
|
|
2015
Q1 | $6.91M | Sell |
84,314
-76,423
| -48% | -$6.26M | 0.61% | 41 |
|
|
2014
Q4 | $14.6M | Buy |
160,737
+2,665
| +2% | +$243K | 1.22% | 11 |
|
|
2014
Q3 | $13.2M | Buy |
158,072
+1,842
| +1% | +$154K | 1.22% | 11 |
|
|
2014
Q2 | $12.3M | Buy |
156,230
+6,275
| +4% | +$493K | 1.38% | 12 |
|
|
2014
Q1 | $12.1M | Buy |
149,955
+5,882
| +4% | +$474K | 1.18% | 14 |
|
|
2013
Q4 | $11.7M | Buy |
144,073
+6,864
| +5% | +$559K | 1.13% | 12 |
|
|
2013
Q3 | $10.4M | Buy |
137,209
+6,245
| +5% | +$472K | 1.18% | 10 |
|
|
2013
Q2 | $10.1M | Buy |
+130,964
| New | +$10.1M | 1.21% | 11 |
|