Lloyd Advisory Services’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 | – | Sell |
-10,990
| Closed | -$1.78M | – | 172 |
|
2024
Q1 | $1.78M | Buy |
10,990
+9,137
| +493% | +$1.48M | 0.38% | 34 |
|
2023
Q4 | $271K | Sell |
1,853
-9,183
| -83% | -$1.35M | 0.13% | 97 |
|
2023
Q3 | $1.61M | Buy |
+11,036
| New | +$1.61M | 0.53% | 38 |
|
2022
Q2 | – | Sell |
-743
| Closed | -$114K | – | 437 |
|
2022
Q1 | $114K | Buy |
743
+721
| +3,277% | +$111K | 0.05% | 150 |
|
2021
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 359 |
|
2021
Q3 | $3K | Sell |
22
-13
| -37% | -$1.77K | ﹤0.01% | 335 |
|
2021
Q2 | $5K | Buy |
35
+6
| +21% | +$857 | ﹤0.01% | 322 |
|
2021
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 310 |
|
2020
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 280 |
|
2020
Q3 | $4K | Buy |
29
+9
| +45% | +$1.24K | ﹤0.01% | 248 |
|
2020
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 269 |
|
2020
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 223 |
|