OPOWM
One Plus One Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,387
| Closed | -$240K | – | 96 |
|
|
2024
Q3 | $240K | Sell |
1,387
-250
| -15% | -$43.3K | 0.14% | 78 |
|
|
2024
Q2 | $270K | Sell |
1,637
-500
| -23% | -$82.5K | 0.15% | 76 |
|
|
2024
Q1 | $347K | Hold |
2,137
| – | – | 0.2% | 77 |
|
|
2023
Q4 | $313K | Hold |
2,137
| – | – | 0.19% | 72 |
|
|
2023
Q3 | $312K | Hold |
2,137
| – | – | 0.2% | 67 |
|
|
2023
Q2 | $324K | Sell |
2,137
-185
| -8% | -$28.1K | 0.21% | 65 |
|
|
2023
Q1 | $345K | Buy |
2,322
+120
| +5% | +$17.8K | 0.24% | 61 |
|
|
2022
Q4 | $334K | Sell |
2,202
-50
| -2% | -$7.58K | 0.23% | 69 |
|
|
2022
Q3 | $284K | Hold |
2,252
| – | – | 0.23% | 65 |
|
|
2022
Q2 | $324K | Buy |
2,252
+115
| +5% | +$16.5K | 0.25% | 64 |
|
|
2022
Q1 | $327K | Hold |
2,137
| – | – | 0.22% | 67 |
|
|
2021
Q4 | $350K | Sell |
2,137
-1
| -0% | -$164 | 0.24% | 64 |
|
|
2021
Q3 | $299K | Buy |
2,138
+1
| +0% | +$140 | 0.22% | 62 |
|
|
2021
Q2 | $288K | Buy |
2,137
+137
| +7% | +$18.5K | 0.2% | 61 |
|
|
2021
Q1 | $271K | Buy |
+2,000
| New | +$271K | 0.21% | 66 |
|