Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,333
| Closed | -$1.66M | – | 103 |
|
|
2023
Q4 | $1.66M | Sell |
11,333
-113
| -1% | -$16.6K | 0.23% | 52 |
|
|
2023
Q3 | $1.67M | Sell |
11,446
-649
| -5% | -$94.7K | 0.26% | 50 |
|
|
2023
Q2 | $1.84M | Buy |
12,095
+55
| +0.5% | +$8.35K | 0.25% | 50 |
|
|
2023
Q1 | $1.79M | Sell |
12,040
-983
| -8% | -$146K | 0.26% | 52 |
|
|
2022
Q4 | $1.97M | Buy |
13,023
+559
| +4% | +$84.7K | 0.28% | 55 |
|
|
2022
Q3 | $1.57M | Buy |
12,464
+8,126
| +187% | +$1.03M | 0.26% | 53 |
|
|
2022
Q2 | $624K | Buy |
4,338
+1,923
| +80% | +$277K | 0.12% | 59 |
|
|
2022
Q1 | $369K | Buy |
2,415
+253
| +12% | +$38.7K | 0.06% | 75 |
|
|
2021
Q4 | $353K | Buy |
2,162
+54
| +3% | +$8.82K | 0.06% | 81 |
|
|
2021
Q3 | $294K | Buy |
2,108
+279
| +15% | +$38.9K | 0.14% | 67 |
|
|
2021
Q2 | $246K | Buy |
1,829
+11
| +0.6% | +$1.48K | 0.12% | 80 |
|
|
2021
Q1 | $246K | Buy |
1,818
+10
| +0.6% | +$1.35K | 0.16% | 77 |
|
|
2020
Q4 | $251K | Buy |
+1,808
| New | +$251K | 0.18% | 71 |
|