LFASL
Lugano Financial Advisors SA (LFA)’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $59.8K | Buy |
378
+178
| +89% | +$28.2K | 0.04% | 132 |
|
2025
Q1 | $34.1K | Hold |
200
| – | – | 0.02% | 144 |
|
2024
Q4 | $33.5K | Buy |
+200
| New | +$33.5K | 0.02% | 157 |
|
2023
Q4 | – | Sell |
-29
| Closed | -$4.23K | – | 196 |
|
2023
Q3 | $4.23K | Buy |
+29
| New | +$4.23K | ﹤0.01% | 171 |
|
2023
Q2 | – | Sell |
-327
| Closed | -$48.6K | – | 173 |
|
2023
Q1 | $48.6K | Hold |
327
| – | – | 0.04% | 91 |
|
2022
Q4 | $49.6K | Buy |
+327
| New | +$49.6K | 0.04% | 92 |
|
2022
Q1 | – | Sell |
-327
| Closed | -$53K | – | 124 |
|
2021
Q4 | $53K | Buy |
+327
| New | +$53K | 0.03% | 90 |
|
2021
Q3 | – | Sell |
-1,935
| Closed | -$261K | – | 110 |
|
2021
Q2 | $261K | Hold |
1,935
| – | – | 0.16% | 59 |
|
2021
Q1 | $262K | Buy |
+1,935
| New | +$262K | 0.18% | 53 |
|