Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $15.7M | Buy |
124,602
+194
| +0.2% | +$24.5K | 1.35% | 28 |
|
|
2022
Q2 | $17.9M | Buy |
124,408
+783
| +0.6% | +$113K | 1.44% | 20 |
|
|
2022
Q1 | $18.9M | Buy |
123,625
+590
| +0.5% | +$90.2K | 1.36% | 23 |
|
|
2021
Q4 | $20.1M | Buy |
123,035
+1,254
| +1% | +$205K | 1.44% | 23 |
|
|
2021
Q3 | $17M | Buy |
121,781
+1,400
| +1% | +$196K | 1.35% | 26 |
|
|
2021
Q2 | $16.2M | Buy |
120,381
+4,772
| +4% | +$644K | 1.35% | 28 |
|
|
2021
Q1 | $15.7M | Buy |
115,609
+2,501
| +2% | +$339K | 1.5% | 23 |
|
|
2020
Q4 | $15.7M | Buy |
113,108
+3,841
| +4% | +$534K | 1.6% | 23 |
|
|
2020
Q3 | $15.2M | Buy |
109,267
+1,871
| +2% | +$260K | 1.76% | 18 |
|
|
2020
Q2 | $12.8M | Sell |
107,396
-660
| -0.6% | -$78.9K | 1.69% | 23 |
|
|
2020
Q1 | $11.9M | Buy |
108,056
+816
| +0.8% | +$89.8K | 1.89% | 18 |
|
|
2019
Q4 | $13.4M | Sell |
107,240
-41,928
| -28% | -$5.24M | 1.67% | 25 |
|
|
2019
Q3 | $18.6M | Sell |
149,168
-1,899
| -1% | -$236K | 2.56% | 9 |
|
|
2019
Q2 | $16.6M | Sell |
151,067
-1,234
| -0.8% | -$135K | 2.29% | 12 |
|
|
2019
Q1 | $16.1M | Buy |
152,301
+4,952
| +3% | +$525K | 2.35% | 13 |
|
|
2018
Q4 | $13.5M | Buy |
147,349
+2,251
| +2% | +$207K | 2.29% | 14 |
|
|
2018
Q3 | $12.1M | Sell |
145,098
-3,111
| -2% | -$259K | 1.88% | 20 |
|
|
2018
Q2 | $11.6M | Buy |
148,209
+3,791
| +3% | +$296K | 1.91% | 18 |
|
|
2018
Q1 | $11.4M | Buy |
144,418
+5,679
| +4% | +$450K | 1.93% | 20 |
|
|
2017
Q4 | $12.7M | Sell |
138,739
-3,327
| -2% | -$306K | 2.15% | 17 |
|
|
2017
Q3 | $12.9M | Sell |
142,066
-55
| -0% | -$5K | 2.26% | 16 |
|
|
2017
Q2 | $12.4M | Buy |
142,121
+156
| +0.1% | +$13.6K | 2.29% | 13 |
|
|
2017
Q1 | $12.8M | Buy |
+141,965
| New | +$12.8M | 2.6% | 12 |
|