Landmark Financial Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $440K | Buy |
3,005
+50
| +2% | +$7.33K | 0.16% | 60 |
|
|
2023
Q3 | $431K | Buy |
2,955
+943
| +47% | +$138K | 0.18% | 60 |
|
|
2023
Q2 | $305K | Buy |
2,012
+62
| +3% | +$9.41K | 0.13% | 71 |
|
|
2023
Q1 | $290K | Buy |
1,950
+23
| +1% | +$3.42K | 0.13% | 73 |
|
|
2022
Q4 | $292K | Buy |
1,927
+50
| +3% | +$7.58K | 0.13% | 70 |
|
|
2022
Q3 | $237K | Buy |
1,877
+80
| +4% | +$10.1K | 0.13% | 72 |
|
|
2022
Q2 | $258K | Sell |
1,797
-11
| -0.6% | -$1.58K | 0.13% | 70 |
|
|
2022
Q1 | $294K | Buy |
1,808
+194
| +12% | +$31.5K | 0.14% | 71 |
|
|
2021
Q4 | $264K | Buy |
+1,614
| New | +$264K | 0.12% | 74 |
|
|
2021
Q3 | – | Sell |
-1,518
| Closed | -$205K | – | 75 |
|
|
2021
Q2 | $205K | Buy |
+1,518
| New | +$205K | 0.1% | 76 |
|
|
2021
Q1 | – | Sell |
-1,457
| Closed | -$201K | – | 70 |
|
|
2020
Q4 | $201K | Buy |
+1,457
| New | +$201K | 0.11% | 68 |
|
|
2020
Q2 | – | Sell |
-1,753
| Closed | -$212K | – | 63 |
|
|
2020
Q1 | $212K | Buy |
+1,753
| New | +$212K | 0.15% | 62 |
|
|
2019
Q4 | – | Sell |
-1,836
| Closed | -$228K | – | 67 |
|
|
2019
Q3 | $228K | Sell |
1,836
-295
| -14% | -$36.6K | 0.14% | 55 |
|
|
2019
Q2 | $233K | Sell |
2,131
-87
| -4% | -$9.51K | 0.14% | 54 |
|
|
2019
Q1 | $230K | Buy |
2,218
+14
| +0.6% | +$1.45K | 0.15% | 52 |
|
|
2018
Q4 | $202K | Buy |
+2,204
| New | +$202K | 0.13% | 55 |
|
|
2015
Q2 | – | Sell |
-2,500
| Closed | -$205K | – | 53 |
|
|
2015
Q1 | $205K | Hold |
2,500
| – | – | 0.22% | 49 |
|
|
2014
Q4 | $231K | Buy |
+2,500
| New | +$231K | 0.24% | 48 |
|