Peninsula Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $302K | Buy |
1,803
+315
| +21% | +$52.8K | 0.05% | 89 |
|
|
2024
Q3 | $256K | Buy |
1,488
+119
| +9% | +$20.5K | 0.04% | 87 |
|
|
2024
Q2 | $228K | Buy |
1,369
+16
| +1% | +$2.67K | 0.04% | 90 |
|
|
2024
Q1 | $219K | Buy |
+1,353
| New | +$219K | 0.04% | 88 |
|
|
2023
Q4 | – | Sell |
-2,383
| Closed | -$353K | – | 87 |
|
|
2023
Q3 | $353K | Buy |
2,383
+315
| +15% | +$46.7K | 0.08% | 59 |
|
|
2023
Q2 | $314K | Buy |
2,068
+49
| +2% | +$7.44K | 0.08% | 61 |
|
|
2023
Q1 | $300K | Buy |
2,019
+43
| +2% | +$6.39K | 0.09% | 60 |
|
|
2022
Q4 | $299K | Buy |
1,976
+227
| +13% | +$34.4K | 0.09% | 54 |
|
|
2022
Q3 | $221K | Buy |
1,749
+153
| +10% | +$19.3K | 0.08% | 65 |
|
|
2022
Q2 | $230K | Sell |
1,596
-89
| -5% | -$12.8K | 0.08% | 61 |
|
|
2022
Q1 | $257K | Sell |
1,685
-10
| -0.6% | -$1.53K | 0.07% | 58 |
|
|
2021
Q4 | $277K | Buy |
+1,695
| New | +$277K | 0.07% | 58 |
|