Heron Financial Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $887K | Hold |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $962K | Buy |
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|
2021
Q1 | $928K | Buy |
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|
2020
Q4 | $918K | Buy |
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|
2020
Q3 | $905K | Buy |
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|
2020
Q2 | $643K | Buy |
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|
2020
Q1 | $596K | Hold |
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|
2019
Q4 | $611K | Buy |
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