Laurel Wealth Advisors (California)’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.97M | Buy |
45,966
+906
| +2% | +$137K | 0.69% | 33 |
|
|
2022
Q3 | $5.69M | Sell |
45,060
-256
| -0.6% | -$32.3K | 0.61% | 34 |
|
|
2022
Q2 | $6.52M | Sell |
45,316
-3,830
| -8% | -$551K | 0.67% | 29 |
|
|
2022
Q1 | $7.51M | Sell |
49,146
-594
| -1% | -$90.8K | 0.62% | 32 |
|
|
2021
Q4 | $8.14M | Buy |
49,740
+9,311
| +23% | +$1.52M | 0.63% | 27 |
|
|
2021
Q3 | $5.65M | Sell |
40,429
-2,729
| -6% | -$382K | 1.04% | 15 |
|
|
2021
Q2 | $5.82M | Buy |
43,158
+1,523
| +4% | +$206K | 0.75% | 23 |
|
|
2021
Q1 | $5.64M | Buy |
41,635
+10,681
| +35% | +$1.45M | 0.85% | 25 |
|
|
2020
Q4 | $4.31M | Sell |
30,954
-1,126
| -4% | -$157K | 0.63% | 35 |
|
|
2020
Q3 | $4.46M | Buy |
32,080
+2,766
| +9% | +$384K | 0.74% | 28 |
|
|
2020
Q2 | $3.51M | Sell |
29,314
-66
| -0.2% | -$7.89K | 0.64% | 36 |
|
|
2020
Q1 | $3.23M | Sell |
29,380
-2,908
| -9% | -$320K | 0.74% | 29 |
|
|
2019
Q4 | $4.03M | Sell |
32,288
-13,026
| -29% | -$1.63M | 0.68% | 38 |
|
|
2019
Q3 | $5.64M | Buy |
45,314
+12,007
| +36% | +$1.49M | 0.96% | 18 |
|
|
2019
Q2 | $3.65M | Sell |
33,307
-753
| -2% | -$82.6K | 0.8% | 28 |
|
|
2019
Q1 | $3.54M | Buy |
34,060
+1,107
| +3% | +$115K | 0.87% | 24 |
|
|
2018
Q4 | $3.03M | Sell |
32,953
-22,776
| -41% | -$2.09M | 0.89% | 23 |
|
|
2018
Q3 | $4.64M | Sell |
55,729
-10
| -0% | -$832 | 1.14% | 14 |
|
|
2018
Q2 | $4.35M | Buy |
55,739
+1,462
| +3% | +$114K | 1.16% | 15 |
|
|
2018
Q1 | $4.3M | Sell |
54,277
-7,618
| -12% | -$604K | 1.33% | 11 |
|
|
2017
Q4 | $5.69M | Buy |
61,895
+3,703
| +6% | +$340K | 1.64% | 6 |
|
|
2017
Q3 | $5.29M | Buy |
58,192
+282
| +0.5% | +$25.7K | 1.78% | 6 |
|
|
2017
Q2 | $5.05M | Sell |
57,910
-2,669
| -4% | -$233K | 1.79% | 7 |
|
|
2017
Q1 | $5.44M | Sell |
60,579
-80
| -0.1% | -$7.19K | 2.1% | 5 |
|
|
2016
Q4 | $5.1M | Buy |
60,659
+1,840
| +3% | +$155K | 2.26% | 4 |
|
|
2016
Q3 | $5.28M | Sell |
58,819
-1,213
| -2% | -$109K | 2.5% | 4 |
|
|
2016
Q2 | $5.08M | Buy |
60,032
+5,067
| +9% | +$429K | 2.44% | 4 |
|
|
2016
Q1 | $4.52M | Sell |
54,965
-479
| -0.9% | -$39.4K | 2.27% | 4 |
|
|
2015
Q4 | $4.4M | Buy |
+55,444
| New | +$4.4M | 2.28% | 4 |
|