Great Point 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
Q4 | – | Sell |
-1,158
| Closed | -$201K | – | 62 |
|
|
2024
Q3 | $201K | Buy |
+1,158
| New | +$201K | 0.04% | 61 |
|
|
2022
Q4 | – | Sell |
-1,654
| Closed | -$209K | – | 64 |
|
|
2022
Q3 | $209K | Hold |
1,654
| – | – | 0.08% | 62 |
|
|
2022
Q2 | $238K | Sell |
1,654
-200
| -11% | -$28.8K | 0.08% | 62 |
|
|
2022
Q1 | $283K | Sell |
1,854
-198
| -10% | -$30.2K | 0.09% | 53 |
|
|
2021
Q4 | $336K | Sell |
2,052
-114
| -5% | -$18.7K | 0.1% | 49 |
|
|
2021
Q3 | $303K | Buy |
2,166
+314
| +17% | +$43.9K | 0.1% | 46 |
|
|
2021
Q2 | $250K | Sell |
1,852
-1
| -0.1% | -$135 | 0.09% | 49 |
|
|
2021
Q1 | $251K | Buy |
+1,853
| New | +$251K | 0.1% | 44 |
|