Pinnacle 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
Q4 | – | Sell |
-10,478
| Closed | -$1.53M | – | 43 |
|
2023
Q3 | $1.53M | Buy |
10,478
+276
| +3% | +$40.3K | 1.85% | 27 |
|
2023
Q2 | $1.55M | Buy |
+10,202
| New | +$1.55M | 1.56% | 33 |
|
2022
Q4 | $1.88M | Sell |
12,414
-1,064
| -8% | -$161K | 2.27% | 7 |
|
2022
Q3 | $1.7M | Buy |
13,478
+246
| +2% | +$31.1K | 2.07% | 20 |
|
2022
Q2 | $1.9M | Buy |
13,232
+541
| +4% | +$77.8K | 2.68% | 8 |
|
2022
Q1 | $1.94M | Buy |
+12,691
| New | +$1.94M | 2.27% | 26 |
|