Lehman & Derafelo Financial Resources’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 | $1.4M | Sell |
9,236
-523
| -5% | -$79.3K | 0.42% | 36 |
|
|
2022
Q3 | $1.23M | Sell |
9,759
-1,500
| -13% | -$189K | 0.39% | 35 |
|
|
2022
Q2 | $1.62M | Hold |
11,259
| – | – | 0.5% | 28 |
|
|
2022
Q1 | $1.72M | Buy |
11,259
+1,502
| +15% | +$229K | 0.48% | 34 |
|
|
2021
Q4 | $1.6M | Buy |
9,757
+437
| +5% | +$71.5K | 0.48% | 34 |
|
|
2021
Q3 | $1.3M | Sell |
9,320
-106
| -1% | -$14.8K | 0.42% | 39 |
|
|
2021
Q2 | $1.27M | Hold |
9,426
| – | – | 0.35% | 47 |
|
|
2021
Q1 | $1.28M | Hold |
9,426
| – | – | 0.36% | 43 |
|
|
2020
Q4 | $1.31M | Sell |
9,426
-40
| -0.4% | -$5.57K | 0.39% | 41 |
|
|
2020
Q3 | $1.32M | Hold |
9,466
| – | – | 0.42% | 37 |
|
|
2020
Q2 | $1.13M | Sell |
9,466
-1,000
| -10% | -$120K | 0.4% | 40 |
|
|
2020
Q1 | $1.15M | Sell |
10,466
-55
| -0.5% | -$6.05K | 0.48% | 36 |
|
|
2019
Q4 | $1.31M | Buy |
10,521
+23
| +0.2% | +$2.87K | 0.47% | 40 |
|
|
2019
Q3 | $1.31M | Hold |
10,498
| – | – | 0.5% | 37 |
|
|
2019
Q2 | $1.19M | Buy |
10,498
+1,500
| +17% | +$170K | 0.48% | 37 |
|
|
2019
Q1 | $936K | Hold |
8,998
| – | – | 0.4% | 39 |
|
|
2018
Q4 | $827K | Buy |
+8,998
| New | +$827K | 0.41% | 37 |
|