Landmark Wealth Management (New York)’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,736
| Closed | -$254K | – | 75 |
|
|
2023
Q4 | $254K | Hold |
1,736
| – | – | 0.13% | 69 |
|
|
2023
Q3 | $253K | Buy |
+1,736
| New | +$253K | 0.14% | 66 |
|
|
2023
Q2 | – | Sell |
-1,736
| Closed | -$258K | – | 59 |
|
|
2023
Q1 | $258K | Buy |
1,736
+42
| +2% | +$6.24K | 0.14% | 68 |
|
|
2022
Q4 | $257K | Hold |
1,694
| – | – | 0.19% | 58 |
|
|
2022
Q3 | $214K | Buy |
+1,694
| New | +$214K | 0.16% | 61 |
|
|
2022
Q2 | – | Sell |
-3,472
| Closed | -$267K | – | 142 |
|
|
2022
Q1 | $267K | Buy |
+3,472
| New | +$267K | 0.14% | 66 |
|