Madison Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.42M | Sell |
37,127
-816
| -2% | -$119K | 1.14% | 27 |
|
|
2023
Q2 | $5.76M | Buy |
37,943
+1,515
| +4% | +$230K | 1.16% | 27 |
|
|
2023
Q1 | $5.42M | Buy |
36,428
+2,671
| +8% | +$397K | 1.17% | 26 |
|
|
2022
Q4 | $5.12M | Buy |
33,757
+2,480
| +8% | +$376K | 1.17% | 26 |
|
|
2022
Q3 | $3.95M | Buy |
31,277
+727
| +2% | +$91.8K | 0.97% | 30 |
|
|
2022
Q2 | $4.39M | Sell |
30,550
-132
| -0.4% | -$19K | 1.07% | 25 |
|
|
2022
Q1 | $4.69M | Sell |
30,682
-25
| -0.1% | -$3.82K | 0.99% | 27 |
|
|
2021
Q4 | $5.02M | Buy |
30,707
+218
| +0.7% | +$35.7K | 1.01% | 26 |
|
|
2021
Q3 | $4.26M | Buy |
30,489
+127
| +0.4% | +$17.8K | 0.93% | 28 |
|
|
2021
Q2 | $4.1M | Sell |
30,362
-406
| -1% | -$54.8K | 0.9% | 31 |
|
|
2021
Q1 | $4.17M | Buy |
30,768
+742
| +2% | +$100K | 1.02% | 27 |
|
|
2020
Q4 | $4.18M | Sell |
30,026
-1,648
| -5% | -$229K | 1.1% | 25 |
|
|
2020
Q3 | $4.4M | Sell |
31,674
-3,092
| -9% | -$430K | 1.32% | 20 |
|
|
2020
Q2 | $4.16M | Sell |
34,766
-3,669
| -10% | -$439K | 1.37% | 21 |
|
|
2020
Q1 | $4.23M | Buy |
38,435
+2,428
| +7% | +$267K | 1.7% | 17 |
|
|
2019
Q4 | $4.5M | Buy |
+36,007
| New | +$4.5M | 1.29% | 24 |
|