Engrave Wealth Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $530K | Buy |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $285K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $107K | Hold |
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|
2020
Q1 | $99K | Sell |
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|
2019
Q4 | $124K | Buy |
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