New Potomac Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $375K | Sell |
2,162
-100
| -4% | -$17.3K | 0.19% | 71 |
|
|
2024
Q2 | $373K | Hold |
2,262
| – | – | 0.2% | 72 |
|
|
2024
Q1 | $367K | Sell |
2,262
-304
| -12% | -$49.3K | 0.2% | 72 |
|
|
2023
Q4 | $376K | Buy |
+2,566
| New | +$376K | 0.22% | 73 |
|
|
2020
Q4 | – | Sell |
-750
| Closed | -$104K | – | 103 |
|
|
2020
Q3 | $104K | Sell |
750
-450
| -38% | -$62.4K | 0.08% | 74 |
|
|
2020
Q2 | $143K | Hold |
1,200
| – | – | 0.13% | 68 |
|
|
2020
Q1 | $132K | Hold |
1,200
| – | – | 0.14% | 65 |
|
|
2019
Q4 | $150K | Hold |
1,200
| – | – | 0.14% | 71 |
|
|
2019
Q3 | $149K | Hold |
1,200
| – | – | 0.15% | 70 |
|
|
2019
Q2 | $132K | Hold |
1,200
| – | – | 0.13% | 71 |
|
|
2019
Q1 | $125K | Hold |
1,200
| – | – | 0.13% | 73 |
|
|
2018
Q4 | $110K | Hold |
1,200
| – | – | 0.12% | 79 |
|
|
2018
Q3 | $100K | Hold |
1,200
| – | – | 0.09% | 80 |
|
|
2018
Q2 | $94K | Hold |
1,200
| – | – | 0.09% | 81 |
|
|
2018
Q1 | $95K | Hold |
1,200
| – | – | 0.09% | 79 |
|
|
2017
Q4 | $110K | Buy |
+1,200
| New | +$110K | 0.11% | 78 |
|