Kowal Investment Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.79M | Buy |
16,136
+286
| +2% | +$49.5K | 0.51% | 31 |
|
|
2024
Q2 | $2.61M | Buy |
15,850
+744
| +5% | +$123K | 0.52% | 28 |
|
|
2024
Q1 | $2.45M | Buy |
15,106
+646
| +4% | +$105K | 0.53% | 28 |
|
|
2023
Q4 | $2.12M | Sell |
14,460
-731
| -5% | -$107K | 0.49% | 30 |
|
|
2023
Q3 | $2.22M | Buy |
15,191
+339
| +2% | +$49.4K | 0.6% | 22 |
|
|
2023
Q2 | $2.25M | Buy |
14,852
+18
| +0.1% | +$2.73K | 0.6% | 22 |
|
|
2023
Q1 | $2.21M | Buy |
14,834
+825
| +6% | +$123K | 0.63% | 22 |
|
|
2022
Q4 | $2.12M | Buy |
14,009
+429
| +3% | +$65K | 0.63% | 23 |
|
|
2022
Q3 | $1.72M | Buy |
13,580
+444
| +3% | +$56.1K | 0.58% | 21 |
|
|
2022
Q2 | $1.89M | Buy |
13,136
+1,474
| +13% | +$212K | 0.62% | 15 |
|
|
2022
Q1 | $1.78M | Buy |
11,662
+1,233
| +12% | +$188K | 0.54% | 17 |
|
|
2021
Q4 | $1.71M | Buy |
10,429
+551
| +6% | +$90.1K | 0.51% | 18 |
|
|
2021
Q3 | $1.38M | Buy |
9,878
+14
| +0.1% | +$1.96K | 0.44% | 17 |
|
|
2021
Q2 | $1.33M | Buy |
9,864
+1,331
| +16% | +$180K | 0.48% | 20 |
|
|
2021
Q1 | $1.16M | Sell |
8,533
-69
| -0.8% | -$9.35K | 0.47% | 18 |
|
|
2020
Q4 | $1.18M | Buy |
+8,602
| New | +$1.18M | 0.55% | 15 |
|