Copeland Capital Management’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 |
-50
| Closed | -$7.59K | – | 312 |
|
|
2023
Q2 | $7.59K | Sell |
50
-17
| -25% | -$2.58K | ﹤0.01% | 220 |
|
|
2023
Q1 | $10K | Hold |
67
| – | – | ﹤0.01% | 214 |
|
|
2022
Q4 | $10K | Buy |
67
+50
| +294% | +$7.46K | ﹤0.01% | 219 |
|
|
2022
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 260 |
|
|
2022
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 264 |
|
|
2022
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 248 |
|
|
2021
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 252 |
|
|
2021
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 269 |
|
|
2021
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 268 |
|
|
2020
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 262 |
|
|
2020
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 240 |
|
|
2020
Q2 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 232 |
|