HC Financial Advisors’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 | $1.54M | Sell |
10,731
-333
| -3% | -$47.9K | 1.03% | 37 |
|
2022
Q1 | $1.69M | Sell |
11,064
-282
| -2% | -$43.1K | 1.01% | 37 |
|
2021
Q4 | $1.86M | Sell |
11,346
-12
| -0.1% | -$1.96K | 1.03% | 38 |
|
2021
Q3 | $1.59M | Sell |
11,358
-119
| -1% | -$16.6K | 0.95% | 40 |
|
2021
Q2 | $1.55M | Sell |
11,477
-765
| -6% | -$103K | 0.9% | 41 |
|
2021
Q1 | $1.66M | Sell |
12,242
-285
| -2% | -$38.6K | 1.01% | 37 |
|
2020
Q4 | $1.74M | Sell |
12,527
-778
| -6% | -$108K | 1.12% | 35 |
|
2020
Q3 | $1.85M | Sell |
13,305
-457
| -3% | -$63.5K | 1.32% | 27 |
|
2020
Q2 | $1.65M | Sell |
13,762
-107
| -0.8% | -$12.8K | 1.29% | 30 |
|
2020
Q1 | $1.53M | Buy |
13,869
+247
| +2% | +$27.2K | 1.36% | 25 |
|
2019
Q4 | $1.7M | Sell |
13,622
-221
| -2% | -$27.6K | 1.34% | 29 |
|
2019
Q3 | $1.72M | Sell |
13,843
-882
| -6% | -$110K | 1.48% | 29 |
|
2019
Q2 | $1.62M | Sell |
14,725
-463
| -3% | -$50.8K | 1.61% | 31 |
|
2019
Q1 | $1.58M | Buy |
+15,188
| New | +$1.58M | 1.66% | 31 |
|
2018
Q4 | – | Sell |
-16,306
| Closed | -$1.36M | – | 52 |
|
2018
Q3 | $1.36M | Buy |
16,306
+2,385
| +17% | +$198K | 1.2% | 38 |
|
2018
Q2 | $1.09M | Sell |
13,921
-4,063
| -23% | -$317K | 1.06% | 42 |
|
2018
Q1 | $1.43M | Sell |
17,984
-933
| -5% | -$74K | 1.41% | 30 |
|
2017
Q4 | $1.74M | Buy |
+18,917
| New | +$1.74M | 1.68% | 27 |
|