Lumbard & Kellner’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,504
| Closed | -$420K | – | 88 |
|
|
2024
Q4 | $420K | Hold |
2,504
| – | – | 0.18% | 63 |
|
|
2024
Q3 | $434K | Hold |
2,504
| – | – | 0.19% | 61 |
|
|
2024
Q2 | $413K | Buy |
+2,504
| New | +$413K | 0.2% | 60 |
|
|
2015
Q1 | – | Sell |
-3,455
| Closed | -$315K | – | 92 |
|
|
2014
Q4 | $315K | Hold |
3,455
| – | – | 0.22% | 62 |
|
|
2014
Q3 | $289K | Buy |
+3,455
| New | +$289K | 0.2% | 68 |
|