Householder Group Estate & Retirement Specialist’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 | $41K | Sell |
247
-4,498
| -95% | -$747K | 0.03% | 227 |
|
2024
Q3 | $821K | Sell |
4,745
-373
| -7% | -$64.5K | 0.24% | 93 |
|
2024
Q2 | $844K | Buy |
5,118
+354
| +7% | +$58.4K | 0.24% | 95 |
|
2024
Q1 | $773K | Sell |
4,764
-162
| -3% | -$26.3K | 0.23% | 93 |
|
2023
Q4 | $721K | Sell |
4,926
-588
| -11% | -$86.1K | 0.24% | 87 |
|
2023
Q3 | $804K | Buy |
+5,514
| New | +$804K | 0.29% | 74 |
|
2023
Q1 | $764K | Buy |
+5,140
| New | +$764K | 0.29% | 76 |
|
2022
Q4 | – | Sell |
-5,657
| Closed | -$714K | – | 880 |
|
2022
Q3 | $714K | Buy |
5,657
+1,527
| +37% | +$193K | 0.29% | 75 |
|
2022
Q2 | $594K | Sell |
4,130
-33
| -0.8% | -$4.75K | 0.27% | 91 |
|
2022
Q1 | $636K | Buy |
4,163
+78
| +2% | +$11.9K | 0.26% | 101 |
|
2021
Q4 | $668K | Buy |
+4,085
| New | +$668K | 0.25% | 104 |
|