PFA
Paradigm Financial Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $367K | Hold |
2,241
| – | – | 0.08% | 148 |
|
|
2021
Q3 | $313K | Sell |
2,241
-25
| -1% | -$3.49K | 0.07% | 155 |
|
|
2021
Q2 | $306K | Sell |
2,266
-105
| -4% | -$14.2K | 0.07% | 158 |
|
|
2021
Q1 | $321K | Buy |
2,371
+185
| +8% | +$25K | 0.08% | 148 |
|
|
2020
Q4 | $304K | Buy |
2,186
+125
| +6% | +$17.4K | 0.08% | 124 |
|
|
2020
Q3 | $286K | Buy |
+2,061
| New | +$286K | 0.08% | 101 |
|
|
2019
Q3 | – | Sell |
-6,113
| Closed | -$670K | – | 127 |
|
|
2019
Q2 | $670K | Sell |
6,113
-200
| -3% | -$21.9K | 0.25% | 64 |
|
|
2019
Q1 | $657K | Sell |
6,313
-713
| -10% | -$74.2K | 0.25% | 64 |
|
|
2018
Q4 | $646K | Sell |
7,026
-496
| -7% | -$45.6K | 0.29% | 60 |
|
|
2018
Q3 | $626K | Buy |
7,522
+351
| +5% | +$29.2K | 0.24% | 61 |
|
|
2018
Q2 | $559K | Sell |
7,171
-171
| -2% | -$13.3K | 0.24% | 62 |
|
|
2018
Q1 | $582K | Buy |
7,342
+800
| +12% | +$63.4K | 0.25% | 61 |
|
|
2017
Q4 | $601K | Sell |
6,542
-300
| -4% | -$27.6K | 0.27% | 57 |
|
|
2017
Q3 | $622K | Hold |
6,842
| – | – | 0.3% | 57 |
|
|
2017
Q2 | $596K | Hold |
6,842
| – | – | 0.3% | 56 |
|
|
2017
Q1 | $614K | Buy |
6,842
+25
| +0.4% | +$2.24K | 0.31% | 52 |
|
|
2016
Q4 | $573K | Hold |
6,817
| – | – | 0.31% | 56 |
|
|
2016
Q3 | $611K | Sell |
6,817
-305
| -4% | -$27.3K | 0.37% | 52 |
|
|
2016
Q2 | $603K | Sell |
7,122
-73
| -1% | -$6.18K | 0.37% | 51 |
|
|
2016
Q1 | $592K | Sell |
7,195
-18
| -0.2% | -$1.48K | 0.23% | 50 |
|
|
2015
Q4 | $572K | Sell |
7,213
-530
| -7% | -$42K | 0.36% | 48 |
|
|
2015
Q3 | $557K | Buy |
7,743
+298
| +4% | +$21.4K | 0.37% | 46 |
|
|
2015
Q2 | $582K | Hold |
7,445
| – | – | 0.44% | 45 |
|
|
2015
Q1 | $610K | Buy |
7,445
+29
| +0.4% | +$2.38K | 0.47% | 44 |
|
|
2014
Q4 | $675K | Sell |
7,416
-670
| -8% | -$61K | 0.55% | 45 |
|
|
2014
Q3 | $677K | Sell |
8,086
-1,232
| -13% | -$103K | 0.58% | 45 |
|
|
2014
Q2 | $732K | Sell |
9,318
-50
| -0.5% | -$3.93K | 0.62% | 45 |
|
|
2014
Q1 | $755K | Sell |
9,368
-777
| -8% | -$62.6K | 0.7% | 42 |
|
|
2013
Q4 | $826K | Buy |
+10,145
| New | +$826K | 0.81% | 39 |
|