Financial Synergies Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-878
| Closed | -$142K | – | 350 |
|
|
2024
Q1 | $142K | Buy |
878
+487
| +125% | +$79K | 0.02% | 86 |
|
|
2023
Q4 | $59.3K | Sell |
391
-482
| -55% | -$73.1K | 0.01% | 92 |
|
|
2023
Q3 | $127K | Buy |
873
+176
| +25% | +$25.7K | 0.02% | 80 |
|
|
2023
Q2 | $106K | Sell |
697
-151
| -18% | -$22.9K | 0.01% | 83 |
|
|
2023
Q1 | $126K | Buy |
848
+457
| +117% | +$68K | 0.02% | 76 |
|
|
2022
Q4 | $59.3K | Buy |
391
+311
| +389% | +$47.1K | 0.01% | 92 |
|
|
2022
Q3 | $10.1K | Buy |
+80
| New | +$10.1K | ﹤0.01% | 161 |
|