One Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-287
| Closed | -$43.5K | – | 483 |
|
|
2022
Q4 | $43.5K | Buy |
+287
| New | +$43.5K | 0.01% | 438 |
|
|
2021
Q2 | – | Sell |
-1,481
| Closed | -$201K | – | 184 |
|
|
2021
Q1 | $201K | Buy |
+1,481
| New | +$201K | 0.08% | 149 |
|
|
2020
Q1 | – | Sell |
-5,757
| Closed | -$719K | – | 132 |
|
|
2019
Q4 | $719K | Buy |
5,757
+536
| +10% | +$66.9K | 0.53% | 21 |
|
|
2019
Q3 | $649K | Sell |
5,221
-920
| -15% | -$114K | 0.57% | 17 |
|
|
2019
Q2 | $673K | Buy |
6,141
+2,222
| +57% | +$244K | 0.56% | 21 |
|
|
2019
Q1 | $408K | Buy |
3,919
+198
| +5% | +$20.6K | 0.33% | 44 |
|
|
2018
Q4 | $342K | Buy |
3,721
+358
| +11% | +$32.9K | 0.34% | 48 |
|
|
2018
Q3 | $280K | Sell |
3,363
-5,313
| -61% | -$442K | 0.21% | 90 |
|
|
2018
Q2 | $677K | Sell |
8,676
-896
| -9% | -$69.9K | 0.54% | 23 |
|
|
2018
Q1 | $759K | Sell |
9,572
-4,093
| -30% | -$325K | 0.67% | 12 |
|
|
2017
Q4 | $1.26M | Buy |
+13,665
| New | +$1.26M | 1.02% | 11 |
|