KMS Financial Services’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $5.7M | Buy |
68,080
+11,032
| +19% | +$924K | 0.8% | 19 |
|
|
2014
Q2 | $4.48M | Buy |
57,048
+2,184
| +4% | +$172K | 0.64% | 26 |
|
|
2014
Q1 | $4.42M | Buy |
54,864
+8,046
| +17% | +$649K | 0.7% | 19 |
|
|
2013
Q4 | $3.81M | Buy |
46,818
+6,241
| +15% | +$508K | 0.64% | 22 |
|
|
2013
Q3 | $3.07M | Buy |
40,577
+3,539
| +10% | +$267K | 0.75% | 22 |
|
|
2013
Q2 | $2.85M | Buy |
+37,038
| New | +$2.85M | 0.8% | 22 |
|