Peloton Wealth Strategists’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 | – | Sell |
-1,419
| Closed | -$234K | – | 96 |
|
|
2024
Q2 | $234K | Buy |
+1,419
| New | +$234K | 0.1% | 92 |
|
|
2018
Q1 | – | Sell |
-14,150
| Closed | -$1.3M | – | 65 |
|
|
2017
Q4 | $1.3M | Sell |
14,150
-800
| -5% | -$73.5K | 0.97% | 49 |
|
|
2017
Q3 | $1.36M | Sell |
14,950
-600
| -4% | -$54.6K | 1.05% | 44 |
|
|
2017
Q2 | $1.36M | Hold |
15,550
| – | – | 1.05% | 38 |
|
|
2017
Q1 | $1.4M | Sell |
15,550
-3,200
| -17% | -$287K | 1.15% | 35 |
|
|
2016
Q4 | $1.58M | Sell |
18,750
-400
| -2% | -$33.6K | 1.29% | 34 |
|
|
2016
Q3 | $1.72M | Buy |
+19,150
| New | +$1.72M | 1.43% | 30 |
|
|
2016
Q1 | $1.73M | Sell |
21,050
-100
| -0.5% | -$8.23K | 1.47% | 27 |
|
|
2015
Q4 | $1.68M | Sell |
21,150
-400
| -2% | -$31.8K | 1.45% | 31 |
|
|
2015
Q3 | $1.55M | Sell |
21,550
-600
| -3% | -$43.2K | 1.35% | 34 |
|
|
2015
Q2 | $1.73M | Hold |
22,150
| – | – | 1.38% | 32 |
|
|
2015
Q1 | $1.82M | Sell |
22,150
-500
| -2% | -$41K | 1.41% | 33 |
|
|
2014
Q4 | $2.06M | Hold |
22,650
| – | – | 1.57% | 29 |
|
|
2014
Q3 | $1.9M | Buy |
22,650
+3,300
| +17% | +$276K | 1.49% | 30 |
|
|
2014
Q2 | $1.64M | Sell |
19,350
-3,200
| -14% | -$271K | 1.44% | 27 |
|
|
2014
Q1 | $1.82M | Buy |
22,550
+200
| +0.9% | +$16.1K | 1.49% | 29 |
|
|
2013
Q4 | $1.82M | Sell |
22,350
-700
| -3% | -$57K | 1.47% | 32 |
|
|
2013
Q3 | $1.74M | Sell |
23,050
-150
| -0.6% | -$11.3K | 1.46% | 33 |
|
|
2013
Q2 | $1.79M | Buy |
+23,200
| New | +$1.79M | 1.61% | 28 |
|