Kolinsky 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
Q4 | $962K | Buy |
5,738
+64
| +1% | +$10.7K | 0.59% | 26 |
|
|
2024
Q3 | $983K | Sell |
5,674
-9
| -0.2% | -$1.56K | 0.64% | 23 |
|
|
2024
Q2 | $937K | Buy |
5,683
+386
| +7% | +$63.7K | 0.67% | 26 |
|
|
2024
Q1 | $859K | Buy |
5,297
+106
| +2% | +$17.2K | 0.66% | 26 |
|
|
2023
Q4 | $761K | Sell |
5,191
-92
| -2% | -$13.5K | 0.67% | 24 |
|
|
2023
Q3 | $771K | Sell |
5,283
-62
| -1% | -$9.04K | 0.77% | 20 |
|
|
2023
Q2 | $798K | Sell |
5,345
-81
| -1% | -$12.1K | 0.76% | 19 |
|
|
2023
Q1 | $807K | Buy |
5,426
+2,388
| +79% | +$355K | 0.86% | 16 |
|
|
2022
Q4 | $460K | Buy |
3,038
+115
| +4% | +$17.4K | 0.52% | 40 |
|
|
2022
Q3 | $369K | Sell |
2,923
-22
| -0.7% | -$2.78K | 0.46% | 43 |
|
|
2022
Q2 | $423K | Buy |
2,945
+27
| +0.9% | +$3.88K | 0.5% | 42 |
|
|
2022
Q1 | $446K | Buy |
2,918
+75
| +3% | +$11.5K | 0.44% | 42 |
|
|
2021
Q4 | $465K | Buy |
+2,843
| New | +$465K | 0.43% | 43 |
|