Lumature Wealth Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.7M | Sell |
11,189
-139
| -1% | -$21.1K | 1.01% | 20 |
|
|
2023
Q1 | $1.68M | Buy |
11,328
+631
| +6% | +$93.8K | 0.94% | 19 |
|
|
2022
Q4 | $1.62M | Sell |
10,697
-427
| -4% | -$64.7K | 0.91% | 19 |
|
|
2022
Q3 | $1.4M | Sell |
11,124
-55
| -0.5% | -$6.94K | 0.75% | 28 |
|
|
2022
Q2 | $1.61M | Sell |
11,179
-306
| -3% | -$44K | 0.72% | 25 |
|
|
2022
Q1 | $1.76M | Buy |
11,485
+2,290
| +25% | +$350K | 0.7% | 30 |
|
|
2021
Q4 | $1.5M | Buy |
9,195
+371
| +4% | +$60.7K | 0.58% | 32 |
|
|
2021
Q3 | $1.23M | Buy |
8,824
+620
| +8% | +$86.7K | 0.5% | 38 |
|
|
2021
Q2 | $1.11M | Buy |
8,204
+894
| +12% | +$121K | 0.46% | 42 |
|
|
2021
Q1 | $990K | Buy |
7,310
+2,387
| +48% | +$323K | 0.52% | 41 |
|
|
2020
Q4 | $685K | Buy |
+4,923
| New | +$685K | 0.65% | 38 |
|