Epstein & White Financial’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $418K | Buy |
3,087
+67
| +2% | +$9.07K | 0.11% | 46 |
|
|
2021
Q1 | $411K | Sell |
3,020
-228
| -7% | -$31K | 0.12% | 42 |
|
|
2020
Q4 | $454K | Buy |
3,248
+1,136
| +54% | +$159K | 0.14% | 38 |
|
|
2020
Q3 | $294K | Sell |
2,112
-43
| -2% | -$5.99K | 0.1% | 47 |
|
|
2020
Q2 | $257K | Sell |
2,155
-85
| -4% | -$10.1K | 0.1% | 60 |
|
|
2020
Q1 | $247K | Sell |
2,240
-1,003
| -31% | -$111K | 0.1% | 57 |
|
|
2019
Q4 | $405K | Sell |
3,243
-5,092
| -61% | -$636K | 0.18% | 49 |
|
|
2019
Q3 | $1.04M | Sell |
8,335
-360
| -4% | -$44.9K | 0.51% | 17 |
|
|
2019
Q2 | $926K | Buy |
8,695
+2,282
| +36% | +$243K | 0.49% | 17 |
|
|
2019
Q1 | $663K | Buy |
6,413
+2,700
| +73% | +$279K | 0.38% | 25 |
|
|
2018
Q4 | $333K | Buy |
3,713
+48
| +1% | +$4.31K | 0.21% | 45 |
|
|
2018
Q3 | $296K | Sell |
3,665
-1,292
| -26% | -$104K | 0.19% | 57 |
|
|
2018
Q2 | $374K | Sell |
4,957
-237
| -5% | -$17.9K | 0.28% | 61 |
|
|
2018
Q1 | $404K | Buy |
5,194
+227
| +5% | +$17.7K | 0.26% | 66 |
|
|
2017
Q4 | $432K | Buy |
+4,967
| New | +$432K | 0.25% | 65 |
|