Peterson Financial Group’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 | $137K | Buy |
+789
| New | +$137K | 0.53% | 47 |
|
|
2023
Q1 | – | Sell |
-10,009
| Closed | -$1.52M | – | 61 |
|
|
2022
Q4 | $1.52M | Sell |
10,009
-5,554
| -36% | -$842K | 2.01% | 14 |
|
|
2022
Q3 | $1.96M | Buy |
15,563
+253
| +2% | +$31.9K | 1.91% | 12 |
|
|
2022
Q2 | $2.2M | Buy |
15,310
+1,025
| +7% | +$147K | 2.07% | 9 |
|
|
2022
Q1 | $2.18M | Buy |
14,285
+666
| +5% | +$102K | 1.81% | 15 |
|
|
2021
Q4 | $2.23M | Buy |
+13,619
| New | +$2.23M | 1.82% | 15 |
|