IA
IFG Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,218
| Closed | -$384K | – | 151 |
|
|
2024
Q3 | $384K | Buy |
2,218
+139
| +7% | +$24.1K | 0.08% | 93 |
|
|
2024
Q2 | $343K | Hold |
2,079
| – | – | 0.08% | 96 |
|
|
2024
Q1 | $337K | Sell |
2,079
-81
| -4% | -$13.1K | 0.09% | 95 |
|
|
2023
Q4 | $317K | Buy |
2,160
+130
| +6% | +$19.1K | 0.09% | 92 |
|
|
2023
Q3 | $296K | Hold |
2,030
| – | – | 0.11% | 93 |
|
|
2023
Q2 | $308K | Buy |
2,030
+51
| +3% | +$7.74K | 0.11% | 93 |
|
|
2023
Q1 | $294K | Hold |
1,979
| – | – | 0.12% | 91 |
|
|
2022
Q4 | $300K | Hold |
1,979
| – | – | 0.13% | 84 |
|
|
2022
Q3 | $250K | Buy |
1,979
+55
| +3% | +$6.95K | 0.13% | 89 |
|
|
2022
Q2 | $277K | Hold |
1,924
| – | – | 0.14% | 82 |
|
|
2022
Q1 | $294K | Hold |
1,924
| – | – | 0.13% | 88 |
|
|
2021
Q4 | $315K | Buy |
1,924
+7
| +0.4% | +$1.15K | 0.13% | 84 |
|
|
2021
Q3 | $268K | Buy |
1,917
+7
| +0.4% | +$979 | 0.12% | 86 |
|
|
2021
Q2 | $258K | Buy |
1,910
+10
| +0.5% | +$1.35K | 0.12% | 89 |
|
|
2021
Q1 | $257K | Buy |
+1,900
| New | +$257K | 0.14% | 79 |
|
|
2020
Q4 | – | Sell |
-1,900
| Closed | -$264K | – | 86 |
|
|
2020
Q3 | $264K | Hold |
1,900
| – | – | 0.19% | 70 |
|
|
2020
Q2 | $227K | Hold |
1,900
| – | – | 0.18% | 77 |
|
|
2020
Q1 | $209K | Hold |
1,900
| – | – | 0.21% | 78 |
|
|
2019
Q4 | $237K | Hold |
1,900
| – | – | 0.2% | 57 |
|
|
2019
Q3 | $236K | Buy |
+1,900
| New | +$236K | 0.22% | 56 |
|