Lenox Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $235K | Buy |
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|
2021
Q3 | $163K | Buy |
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|
2021
Q2 | $155K | Buy |
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|
2021
Q1 | $125K | Sell |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $146K | Buy |
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|
2020
Q2 | $73K | Sell |
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|
2020
Q1 | $88K | Buy |
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|
2019
Q4 | $87K | Buy |
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|
2019
Q3 | $80K | Sell |
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|
2019
Q2 | $152K | Buy |
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|
2019
Q1 | $33K | Hold |
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|
2018
Q4 | $29K | Sell |
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|
2018
Q3 | $35K | Sell |
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|
2018
Q2 | $87K | Sell |
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|
2018
Q1 | $264K | Buy |
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|
2017
Q4 | $149K | Buy |
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|
2017
Q3 | $61K | Buy |
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|
2017
Q2 | $57K | Buy |
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|
2017
Q1 | $58K | Buy |
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|
2016
Q4 | $54K | Sell |
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|
2016
Q3 | $109K | Sell |
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|
2016
Q2 | $156K | Buy |
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|
2016
Q1 | $151K | Sell |
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|
2015
Q4 | $152K | Sell |
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|
2015
Q3 | $150K | Sell |
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|
2015
Q2 | $195K | Sell |
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|
2015
Q1 | $246K | Buy |
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|
2014
Q4 | $272K | Sell |
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|
2014
Q3 | $259K | Sell |
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|
2014
Q2 | $256K | Buy |
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|
2014
Q1 | $241K | Buy |
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|
2013
Q4 | $206K | Buy |
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|
2013
Q3 | $152K | Sell |
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|
2013
Q2 | $155K | Buy |
|