Halpern Financial’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $257K | Hold |
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|
2023
Q4 | $243K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $301K | Buy |
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|
2021
Q2 | $81.2K | Hold |
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|
2021
Q1 | $81.5K | Sell |
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|
2020
Q4 | $88.4K | Sell |
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|
2020
Q3 | $91.7K | Sell |
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|
2020
Q2 | $84.9K | Sell |
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|
2020
Q1 | $90.8K | Buy |
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|
2019
Q4 | $31.2K | Buy |
|