Freedman Financial Associates’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-4,739
| Closed | -$730K | – | 322 |
|
2022
Q1 | $730K | Hold |
4,739
| – | – | 0.5% | 30 |
|
2021
Q4 | $775K | Buy |
4,739
+78
| +2% | +$12.8K | 0.53% | 28 |
|
2021
Q3 | $652K | Buy |
4,661
+122
| +3% | +$17.1K | 0.48% | 29 |
|
2021
Q2 | $612K | Hold |
4,539
| – | – | 0.46% | 29 |
|
2021
Q1 | $615K | Hold |
4,539
| – | – | 0.51% | 27 |
|
2020
Q4 | $632K | Buy |
+4,539
| New | +$632K | 0.57% | 25 |
|