Heritage Wealth Management (Arizona)’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $426K | Buy |
2,808
+1,541
| +122% | +$234K | 0.06% | 241 |
|
|
2022
Q3 | $160K | Buy |
1,267
+193
| +18% | +$24.4K | 0.05% | 270 |
|
|
2022
Q2 | $154K | Sell |
1,074
-1,204
| -53% | -$173K | 0.05% | 281 |
|
|
2022
Q1 | $348K | Buy |
+2,278
| New | +$348K | 0.09% | 169 |
|
|
2021
Q3 | $339K | Buy |
2,423
+59
| +2% | +$8.26K | 0.12% | 135 |
|
|
2021
Q2 | $319K | Sell |
2,364
-524
| -18% | -$70.7K | 0.12% | 141 |
|
|
2021
Q1 | $391K | Buy |
+2,888
| New | +$391K | 0.22% | 84 |
|