FirstPurpose Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $497K | Buy |
3,159
+38
| +1% | +$5.98K | 0.18% | 101 |
|
|
2023
Q4 | $457K | Buy |
3,121
+51
| +2% | +$7.47K | 0.17% | 99 |
|
|
2023
Q3 | $448K | Sell |
3,070
-21
| -0.7% | -$3.06K | 0.19% | 90 |
|
|
2023
Q2 | $469K | Buy |
3,091
+72
| +2% | +$10.9K | 0.2% | 87 |
|
|
2023
Q1 | $449K | Buy |
3,019
+726
| +32% | +$108K | 0.22% | 83 |
|
|
2022
Q4 | $348K | Buy |
2,293
+125
| +6% | +$18.9K | 0.19% | 97 |
|
|
2022
Q3 | $274K | Buy |
2,168
+167
| +8% | +$21.1K | 0.18% | 103 |
|
|
2022
Q2 | $288K | Buy |
2,001
+133
| +7% | +$19.1K | 0.19% | 95 |
|
|
2022
Q1 | $285K | Sell |
1,868
-544
| -23% | -$83K | 0.22% | 99 |
|
|
2021
Q4 | $395K | Buy |
+2,412
| New | +$395K | 0.25% | 72 |
|