MGO Private Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,199
| Closed | -$208K | – | 62 |
|
|
2024
Q3 | $208K | Sell |
1,199
-932
| -44% | -$161K | 0.15% | 58 |
|
|
2024
Q2 | $351K | Sell |
2,131
-31
| -1% | -$5.11K | 0.22% | 57 |
|
|
2024
Q1 | $351K | Hold |
2,162
| – | – | 0.22% | 56 |
|
|
2023
Q4 | $317K | Buy |
2,162
+6
| +0.3% | +$879 | 0.22% | 56 |
|
|
2023
Q3 | $314K | Buy |
2,156
+733
| +52% | +$107K | 0.23% | 54 |
|
|
2023
Q2 | $216K | Buy |
+1,423
| New | +$216K | 0.16% | 62 |
|
|
2023
Q1 | – | Sell |
-1,651
| Closed | -$250K | – | 110 |
|
|
2022
Q4 | $250K | Sell |
1,651
-67
| -4% | -$10.2K | 0.11% | 107 |
|
|
2022
Q3 | $217K | Buy |
+1,718
| New | +$217K | 0.1% | 123 |
|