Invictus Private Wealth’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 | – | Sell |
-1,312
| Closed | -$227K | – | 82 |
|
|
2024
Q3 | $227K | Sell |
1,312
-109
| -8% | -$18.9K | 0.02% | 80 |
|
|
2024
Q2 | $234K | Sell |
1,421
-170
| -11% | -$28K | 0.02% | 79 |
|
|
2024
Q1 | $258K | Sell |
1,591
-1,366
| -46% | -$222K | 0.02% | 83 |
|
|
2023
Q4 | $433K | Sell |
2,957
-1,661
| -36% | -$243K | 0.04% | 59 |
|
|
2023
Q3 | $674K | Sell |
4,618
-1,214
| -21% | -$177K | 0.07% | 42 |
|
|
2023
Q2 | $885K | Sell |
5,832
-24,351
| -81% | -$3.7M | 0.1% | 41 |
|
|
2023
Q1 | $4.49M | Buy |
30,183
+27,631
| +1,083% | +$4.11M | 0.53% | 25 |
|
|
2022
Q4 | $387K | Buy |
+2,552
| New | +$387K | 0.05% | 57 |
|