LGWM
Litman Gregory Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,046
| Closed | -$298K | – | 124 |
|
|
2023
Q3 | $298K | Buy |
+2,046
| New | +$298K | 0.03% | 103 |
|
|
2020
Q4 | – | Sell |
-41
| Closed | -$6K | – | 212 |
|
|
2020
Q3 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 172 |
|
|
2020
Q1 | – | Sell |
-87
| Closed | -$11K | – | 196 |
|
|
2019
Q4 | $11K | Buy |
87
+64
| +278% | +$8.09K | ﹤0.01% | 144 |
|
|
2019
Q3 | $3K | Sell |
23
-22
| -49% | -$2.87K | ﹤0.01% | 168 |
|
|
2019
Q2 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 175 |
|
|
2018
Q2 | – | Sell |
-650
| Closed | -$52K | – | 152 |
|
|
2018
Q1 | $52K | Sell |
650
-1,250
| -66% | -$100K | 0.02% | 95 |
|
|
2017
Q4 | $175 | Hold |
1,900
| – | – | 0.05% | 33 |
|
|
2017
Q3 | $173K | Buy |
+1,900
| New | +$173K | 0.08% | 32 |
|