GA
Geller Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.3M | Hold |
7,779
| – | – | 0.09% | 56 |
|
|
2024
Q3 | $1.35M | Buy |
7,779
+111
| +1% | +$19.2K | 0.09% | 55 |
|
|
2024
Q2 | $1.26M | Sell |
7,668
-102
| -1% | -$16.8K | 0.09% | 61 |
|
|
2024
Q1 | $1.26M | Buy |
7,770
+264
| +4% | +$42.8K | 0.1% | 56 |
|
|
2023
Q4 | $1.1M | Sell |
7,506
-1,000
| -12% | -$147K | 0.11% | 61 |
|
|
2023
Q3 | $1.24M | Buy |
8,506
+447
| +6% | +$65.2K | 0.14% | 40 |
|
|
2023
Q2 | $1.22M | Buy |
8,059
+3,658
| +83% | +$555K | 0.15% | 42 |
|
|
2023
Q1 | $654K | Buy |
4,401
+618
| +16% | +$91.9K | 0.1% | 48 |
|
|
2022
Q4 | $573K | Sell |
3,783
-78
| -2% | -$11.8K | 0.1% | 46 |
|
|
2022
Q3 | $487K | Buy |
3,861
+1,053
| +38% | +$133K | 0.11% | 49 |
|
|
2022
Q2 | $404K | Sell |
2,808
-2
| -0.1% | -$288 | 0.08% | 62 |
|
|
2022
Q1 | $429K | Buy |
2,810
+62
| +2% | +$9.47K | 0.08% | 70 |
|
|
2021
Q4 | $450K | Buy |
2,748
+100
| +4% | +$16.4K | 0.09% | 70 |
|
|
2021
Q3 | $370K | Sell |
2,648
-30
| -1% | -$4.19K | 0.08% | 81 |
|
|
2021
Q2 | $361K | Sell |
2,678
-8
| -0.3% | -$1.08K | 0.08% | 74 |
|
|
2021
Q1 | $364K | Sell |
2,686
-2,745
| -51% | -$372K | 0.09% | 68 |
|
|
2020
Q4 | $357K | Hold |
5,431
| – | – | 0.09% | 61 |
|
|
2020
Q3 | $755K | Sell |
5,431
-115
| -2% | -$16K | 0.22% | 18 |
|
|
2020
Q2 | $663K | Buy |
+5,546
| New | +$663K | 0.2% | 18 |
|