Janiczek Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.88M | Buy |
11,370
+97
| +0.9% | +$16K | 0.39% | 30 |
|
|
2024
Q1 | $1.83M | Buy |
11,273
+373
| +3% | +$60.5K | 0.39% | 32 |
|
|
2023
Q4 | $1.6M | Buy |
10,900
+114
| +1% | +$16.7K | 0.39% | 31 |
|
|
2023
Q3 | $1.57M | Buy |
10,786
+728
| +7% | +$106K | 0.41% | 28 |
|
|
2023
Q2 | $1.53M | Buy |
10,058
+12
| +0.1% | +$1.82K | 0.42% | 24 |
|
|
2023
Q1 | $1.52M | Buy |
10,046
+10
| +0.1% | +$1.51K | 0.43% | 24 |
|
|
2022
Q4 | $1.5M | Buy |
10,036
+472
| +5% | +$70.7K | 0.42% | 28 |
|
|
2022
Q3 | $1.18M | Buy |
9,564
+208
| +2% | +$25.8K | 0.39% | 29 |
|
|
2022
Q2 | $1.31M | Sell |
9,356
-114
| -1% | -$15.9K | 0.39% | 30 |
|
|
2022
Q1 | $1.45M | Buy |
9,470
+145
| +2% | +$22.2K | 0.4% | 27 |
|
|
2021
Q4 | $1.53M | Buy |
9,325
+494
| +6% | +$80.8K | 0.46% | 24 |
|
|
2021
Q3 | $1.24M | Buy |
8,831
+503
| +6% | +$70.3K | 0.44% | 24 |
|
|
2021
Q2 | $1.12M | Sell |
8,328
-3,389
| -29% | -$457K | 0.41% | 27 |
|
|
2021
Q1 | $1.59M | Buy |
11,717
+8,654
| +283% | +$1.17M | 0.63% | 20 |
|
|
2020
Q4 | $426K | Buy |
3,063
+1,133
| +59% | +$158K | 0.21% | 33 |
|
|
2020
Q3 | $268K | Buy |
1,930
+281
| +17% | +$39K | 0.14% | 37 |
|
|
2020
Q2 | $197K | Buy |
1,649
+499
| +43% | +$59.6K | 0.11% | 38 |
|
|
2020
Q1 | $127K | Hold |
1,150
| – | – | 0.07% | 44 |
|
|
2019
Q4 | $144K | Hold |
1,150
| – | – | 0.06% | 44 |
|
|
2019
Q3 | $143K | Buy |
1,150
+150
| +15% | +$18.7K | 0.07% | 43 |
|
|
2019
Q2 | $110K | Hold |
1,000
| – | – | 0.05% | 51 |
|
|
2019
Q1 | $104K | Hold |
1,000
| – | – | 0.05% | 58 |
|
|
2018
Q4 | $92K | Hold |
1,000
| – | – | 0.05% | 63 |
|
|
2018
Q3 | $83K | Sell |
1,000
-10
| -1% | -$830 | 0.04% | 55 |
|
|
2018
Q2 | $79K | Buy |
+1,010
| New | +$79K | 0.04% | 58 |
|
|
2017
Q1 | – | Sell |
-1,777
| Closed | -$149K | – | 47 |
|
|
2016
Q4 | $149K | Buy |
+1,777
| New | +$149K | 0.07% | 33 |
|