Peterson Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,885
| Closed | -$875K | – | 68 |
|
|
2023
Q1 | $875K | Sell |
5,885
-11
| -0.2% | -$1.64K | 0.84% | 33 |
|
|
2022
Q4 | $894K | Sell |
5,896
-176
| -3% | -$26.7K | 0.91% | 28 |
|
|
2022
Q3 | $767K | Buy |
6,072
+665
| +12% | +$84K | 0.72% | 36 |
|
|
2022
Q2 | $777K | Buy |
+5,407
| New | +$777K | 1% | 29 |
|
|
2021
Q1 | – | Sell |
-1,948
| Closed | -$271K | – | 49 |
|
|
2020
Q4 | $271K | Sell |
1,948
-24
| -1% | -$3.34K | 0.22% | 41 |
|
|
2020
Q3 | $274K | Sell |
1,972
-571
| -22% | -$79.3K | 0.24% | 41 |
|
|
2020
Q2 | $304K | Buy |
2,543
+266
| +12% | +$31.8K | 0.3% | 40 |
|
|
2020
Q1 | $250K | Buy |
2,277
+145
| +7% | +$15.9K | 0.3% | 37 |
|
|
2019
Q4 | $266K | Buy |
+2,132
| New | +$266K | 0.24% | 35 |
|