Levy Wealth Management Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.71M | Buy |
10,371
+13
| +0.1% | +$2.14K | 0.44% | 26 |
|
|
2024
Q1 | $1.52M | Hold |
10,358
| – | – | 0.43% | 28 |
|
|
2023
Q4 | $1.52M | Sell |
10,358
-578
| -5% | -$84.7K | 0.43% | 28 |
|
|
2023
Q3 | $1.6M | Buy |
10,936
+10
| +0.1% | +$1.46K | 0.49% | 29 |
|
|
2023
Q2 | $1.66M | Buy |
10,926
+9
| +0.1% | +$1.37K | 0.49% | 29 |
|
|
2023
Q1 | $1.62M | Buy |
10,917
+11
| +0.1% | +$1.64K | 0.5% | 32 |
|
|
2022
Q4 | $1.65M | Sell |
10,906
-107
| -1% | -$16.2K | 0.55% | 30 |
|
|
2022
Q3 | $1.39M | Buy |
11,013
+1,537
| +16% | +$194K | 0.6% | 26 |
|
|
2022
Q2 | $1.36M | Buy |
9,476
+23
| +0.2% | +$3.31K | 0.62% | 24 |
|
|
2022
Q1 | $1.44M | Buy |
9,453
+31
| +0.3% | +$4.74K | 0.6% | 24 |
|
|
2021
Q4 | $1.54M | Buy |
9,422
+33
| +0.4% | +$5.4K | 0.7% | 25 |
|
|
2021
Q3 | $1.31M | Buy |
9,389
+34
| +0.4% | +$4.76K | 0.72% | 23 |
|
|
2021
Q2 | $1.26M | Sell |
9,355
-66
| -0.7% | -$8.9K | 0.73% | 22 |
|
|
2021
Q1 | $1.28M | Buy |
9,421
+124
| +1% | +$16.8K | 0.84% | 18 |
|
|
2020
Q4 | $1.29M | Buy |
+9,297
| New | +$1.29M | 0.92% | 17 |
|