Filbrandt 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $284K | Buy |
2,035
+12
| +0.6% | +$1.68K | 0.16% | 30 |
|
2021
Q2 | $273K | Buy |
2,023
+13
| +0.6% | +$1.75K | 0.15% | 31 |
|
2021
Q1 | $272K | Buy |
2,010
+25
| +1% | +$3.38K | 0.16% | 30 |
|
2020
Q4 | $276K | Hold |
1,985
| – | – | 0.18% | 26 |
|
2020
Q3 | $276K | Sell |
1,985
-494
| -20% | -$68.7K | 0.22% | 24 |
|
2020
Q2 | $296K | Buy |
2,479
+507
| +26% | +$60.5K | 0.24% | 25 |
|
2020
Q1 | $217K | Buy |
1,972
+52
| +3% | +$5.72K | 0.24% | 20 |
|
2019
Q4 | $239K | Buy |
+1,920
| New | +$239K | 0.21% | 24 |
|