LifePlan Financial Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.43M | Buy |
17,491
+424
| +2% | +$58.9K | 1.05% | 31 |
|
|
2020
Q2 | $2.04M | Buy |
17,067
+203
| +1% | +$24.3K | 0.93% | 35 |
|
|
2020
Q1 | $1.86M | Sell |
16,864
-73
| -0.4% | -$8.03K | 1% | 31 |
|
|
2019
Q4 | $2.12M | Sell |
16,937
-55
| -0.3% | -$6.87K | 0.94% | 34 |
|
|
2019
Q3 | $2.11M | Sell |
16,992
-655
| -4% | -$81.5K | 0.99% | 33 |
|
|
2019
Q2 | $1.94M | Sell |
17,647
-241
| -1% | -$26.4K | 0.93% | 31 |
|
|
2019
Q1 | $1.86M | Sell |
17,888
-1,281
| -7% | -$133K | 0.99% | 33 |
|
|
2018
Q4 | $1.76M | Buy |
19,169
+99
| +0.5% | +$9.1K | 1.1% | 30 |
|
|
2018
Q3 | $1.59M | Buy |
19,070
+289
| +2% | +$24.1K | 0.86% | 33 |
|
|
2018
Q2 | $1.47M | Buy |
18,781
+75
| +0.4% | +$5.85K | 0.82% | 33 |
|
|
2018
Q1 | $1.48M | Sell |
18,706
-200
| -1% | -$15.9K | 0.86% | 30 |
|
|
2017
Q4 | $1.72M | Hold |
18,906
| – | – | 1.09% | 30 |
|
|
2017
Q3 | $1.72M | Buy |
18,906
+2,458
| +15% | +$224K | 1.09% | 30 |
|
|
2017
Q2 | $1.43M | Sell |
16,448
-2,810
| -15% | -$245K | 0.98% | 31 |
|
|
2017
Q1 | $1.73M | Sell |
19,258
-57
| -0.3% | -$5.12K | 1.2% | 31 |
|
|
2016
Q4 | $1.62M | Buy |
19,315
+522
| +3% | +$43.9K | 1.14% | 32 |
|
|
2016
Q3 | $1.69M | Buy |
18,793
+370
| +2% | +$33.2K | 1.16% | 35 |
|
|
2016
Q2 | $1.56M | Buy |
18,423
+77
| +0.4% | +$6.52K | 1.07% | 32 |
|
|
2016
Q1 | $1.51M | Sell |
18,346
-678
| -4% | -$55.8K | 1.07% | 31 |
|
|
2015
Q4 | $1.51M | Sell |
19,024
-4,500
| -19% | -$357K | 1.07% | 29 |
|
|
2015
Q3 | $1.69M | Buy |
23,524
+6,188
| +36% | +$445K | 1.23% | 28 |
|
|
2015
Q2 | $1.36M | Buy |
17,336
+4,052
| +31% | +$317K | 0.91% | 35 |
|
|
2015
Q1 | $1.09M | Sell |
13,284
-67
| -0.5% | -$5.49K | 0.72% | 29 |
|
|
2014
Q4 | $1.22M | Buy |
13,351
+86
| +0.6% | +$7.83K | 0.81% | 26 |
|
|
2014
Q3 | $1.11M | Buy |
13,265
+407
| +3% | +$34.1K | 0.94% | 24 |
|
|
2014
Q2 | $1.01M | Buy |
12,858
+32
| +0.2% | +$2.51K | 0.72% | 26 |
|
|
2014
Q1 | $1.03M | Buy |
12,826
+399
| +3% | +$32.2K | 0.82% | 23 |
|
|
2013
Q4 | $1.01M | Buy |
12,427
+83
| +0.7% | +$6.76K | 0.69% | 23 |
|
|
2013
Q3 | $933K | Buy |
12,344
+346
| +3% | +$26.2K | 0.76% | 19 |
|
|
2013
Q2 | $924K | Buy |
+11,998
| New | +$924K | 1.03% | 13 |
|