JFA
Johanson Financial Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.44M | Buy |
20,999
+99
| +0.5% | +$16.2K | 1.05% | 28 |
|
|
2021
Q3 | $2.92M | Buy |
20,900
+140
| +0.7% | +$19.6K | 1.01% | 27 |
|
|
2021
Q2 | $2.89M | Buy |
20,760
+27
| +0.1% | +$3.76K | 0.98% | 27 |
|
|
2021
Q1 | $2.81M | Buy |
20,733
+619
| +3% | +$83.9K | 1.03% | 28 |
|
|
2020
Q4 | $2.8M | Buy |
20,114
+116
| +0.6% | +$16.1K | 1.13% | 28 |
|
|
2020
Q3 | $2.79M | Buy |
19,998
+231
| +1% | +$32.2K | 1.25% | 26 |
|
|
2020
Q2 | $2.36M | Buy |
19,767
+126
| +0.6% | +$15.1K | 1.18% | 28 |
|
|
2020
Q1 | $2.16M | Sell |
19,641
-2,579,074
| -99% | -$283M | 1.24% | 27 |
|
|
2019
Q4 | $20.8M | Buy |
2,598,715
+2,577,860
| +12,361% | +$20.6M | 0.99% | 25 |
|
|
2019
Q3 | $2.6M | Sell |
20,855
-194
| -0.9% | -$24.1K | 1.35% | 25 |
|
|
2019
Q2 | $2.31M | Sell |
21,049
-524
| -2% | -$57.6K | 1.23% | 27 |
|
|
2019
Q1 | $2.24M | Buy |
21,573
+1,679
| +8% | +$174K | 1.26% | 27 |
|
|
2018
Q4 | $1.83M | Buy |
19,894
+1,058
| +6% | +$97.4K | 1.23% | 26 |
|
|
2018
Q3 | $1.57M | Buy |
18,836
+1,694
| +10% | +$141K | 0.91% | 31 |
|
|
2018
Q2 | $1.34M | Sell |
17,142
-1,187
| -6% | -$92.6K | 0.85% | 32 |
|
|
2018
Q1 | $1.45M | Sell |
18,329
-797
| -4% | -$63K | 0.96% | 32 |
|
|
2017
Q4 | $1.77M | Buy |
19,126
+1,286
| +7% | +$119K | 1.17% | 27 |
|
|
2017
Q3 | $1.62M | Buy |
17,840
+582
| +3% | +$52.8K | 1.18% | 24 |
|
|
2017
Q2 | $1.5M | Buy |
17,258
+1,558
| +10% | +$136K | 1.22% | 24 |
|
|
2017
Q1 | $1.41M | Buy |
+15,700
| New | +$1.41M | 1.24% | 22 |
|
|
2016
Q4 | – | Sell |
-14,423
| Closed | -$1.29M | – | 46 |
|
|
2016
Q3 | $1.29M | Buy |
14,423
+2,044
| +17% | +$183K | 1.39% | 23 |
|
|
2016
Q2 | $1.05M | Buy |
12,379
+2,352
| +23% | +$199K | 1.23% | 24 |
|
|
2016
Q1 | $824K | Buy |
10,027
+1,416
| +16% | +$116K | 1.01% | 26 |
|
|
2015
Q4 | $682K | Buy |
+8,611
| New | +$682K | 0.89% | 31 |
|