Elm Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $982K | Hold |
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|
2021
Q2 | $948K | Hold |
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|
2021
Q1 | $951K | Hold |
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|
2020
Q4 | $977K | Hold |
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|
2020
Q3 | $976K | Sell |
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|
2020
Q2 | $842K | Sell |
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|
2020
Q1 | $802K | Hold |
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|
2019
Q4 | $911K | Hold |
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|
2019
Q3 | $907K | Hold |
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|
2019
Q2 | $800K | Hold |
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|
2019
Q1 | $759K | Hold |
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|
2018
Q4 | $670K | Hold |
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|
2018
Q3 | $607K | Buy |
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|
2018
Q2 | $521K | Hold |
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|
2018
Q1 | $529K | Hold |
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|
2017
Q4 | $613K | Hold |
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|
2017
Q3 | $607K | Sell |
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|
2017
Q2 | $607K | Hold |
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|
2017
Q1 | $626K | Hold |
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|
2016
Q4 | $585K | Hold |
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|
2016
Q3 | $625K | Hold |
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|
2016
Q2 | $589K | Hold |
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|
2016
Q1 | $573K | Sell |
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|
2015
Q4 | $561K | Buy |
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|
2015
Q3 | $487K | Hold |
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|
2015
Q2 | $530K | Hold |
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|
2015
Q1 | $555K | Hold |
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|
2014
Q4 | $617K | Hold |
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|
2014
Q3 | $567K | Hold |
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|
2014
Q2 | $532K | Hold |
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|
2014
Q1 | $546K | Sell |
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|
2013
Q4 | $562K | Buy |
|