Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $748K | Buy |
8,998
+1,055
| +13% | +$87.7K | 0.35% | 41 |
|
|
2018
Q2 | $620K | Buy |
7,943
+50
| +0.6% | +$3.9K | 0.31% | 45 |
|
|
2018
Q1 | $625K | Sell |
7,893
-275
| -3% | -$21.8K | 0.32% | 44 |
|
|
2017
Q4 | $750K | Buy |
8,168
+320
| +4% | +$29.4K | 0.39% | 39 |
|
|
2017
Q3 | $714K | Buy |
7,848
+67
| +0.9% | +$6.1K | 0.36% | 40 |
|
|
2017
Q2 | $676K | Hold |
7,781
| – | – | 0.38% | 37 |
|
|
2017
Q1 | $699K | Buy |
7,781
+571
| +8% | +$51.3K | 0.39% | 37 |
|
|
2016
Q4 | $606K | Buy |
7,210
+1,176
| +19% | +$98.8K | 0.35% | 38 |
|
|
2016
Q3 | $541K | Sell |
6,034
-1,086
| -15% | -$97.4K | 0.31% | 38 |
|
|
2016
Q2 | $602K | Sell |
7,120
-80
| -1% | -$6.76K | 0.3% | 37 |
|
|
2016
Q1 | $592K | Sell |
7,200
-1,200
| -14% | -$98.7K | 0.32% | 40 |
|
|
2015
Q4 | $667K | Buy |
8,400
+1,170
| +16% | +$92.9K | 0.36% | 34 |
|
|
2015
Q3 | $520K | Sell |
7,230
-270
| -4% | -$19.4K | 0.26% | 39 |
|
|
2015
Q2 | $586K | Buy |
7,500
+100
| +1% | +$7.81K | 0.28% | 38 |
|
|
2015
Q1 | $606K | Buy |
7,400
+200
| +3% | +$16.4K | 0.28% | 41 |
|
|
2014
Q4 | $656K | Sell |
7,200
-200
| -3% | -$18.2K | 0.32% | 41 |
|
|
2014
Q3 | $620K | Hold |
7,400
| – | – | 0.32% | 41 |
|
|
2014
Q2 | $582K | Buy |
7,400
+110
| +2% | +$8.65K | 0.28% | 42 |
|
|
2014
Q1 | $588K | Hold |
7,290
| – | – | 0.3% | 40 |
|
|
2013
Q4 | $593K | Hold |
7,290
| – | – | 0.37% | 38 |
|
|
2013
Q3 | $551K | Buy |
7,290
+200
| +3% | +$15.1K | 0.35% | 42 |
|
|
2013
Q2 | $546K | Buy |
+7,090
| New | +$546K | 0.37% | 36 |
|