PRWA
Platte River Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $468K | Hold |
2,700
| – | – | 0.13% | 65 |
|
|
2024
Q2 | $445K | Hold |
2,700
| – | – | 0.12% | 66 |
|
|
2024
Q1 | $438K | Sell |
2,700
-37
| -1% | -$6K | 0.12% | 67 |
|
|
2023
Q4 | $401K | Sell |
2,737
-10
| -0.4% | -$1.47K | 0.13% | 71 |
|
|
2023
Q3 | $401K | Sell |
2,747
-156
| -5% | -$22.8K | 0.15% | 69 |
|
|
2023
Q2 | $441K | Hold |
2,903
| – | – | 0.15% | 69 |
|
|
2023
Q1 | $432K | Hold |
2,903
| – | – | 0.17% | 64 |
|
|
2022
Q4 | $440K | Hold |
2,903
| – | – | 0.19% | 63 |
|
|
2022
Q3 | $367K | Buy |
2,903
+475
| +20% | +$60.1K | 0.16% | 65 |
|
|
2022
Q2 | $349K | Hold |
2,428
| – | – | 0.15% | 68 |
|
|
2022
Q1 | $371K | Hold |
2,428
| – | – | 0.14% | 71 |
|
|
2021
Q4 | $385K | Sell |
2,428
-163
| -6% | -$25.8K | 0.13% | 72 |
|
|
2021
Q3 | $362K | Buy |
2,591
+33
| +1% | +$4.61K | 0.13% | 73 |
|
|
2021
Q2 | $345K | Sell |
2,558
-44
| -2% | -$5.93K | 0.13% | 76 |
|
|
2021
Q1 | $357K | Sell |
2,602
-40
| -2% | -$5.49K | 0.15% | 71 |
|
|
2020
Q4 | $346K | Hold |
2,642
| – | – | 0.15% | 74 |
|
|
2020
Q3 | $367K | Buy |
2,642
+40
| +2% | +$5.56K | 0.19% | 68 |
|
|
2020
Q2 | $316K | Buy |
+2,602
| New | +$316K | 0.17% | 75 |
|
|
2019
Q4 | $286K | Buy |
+2,295
| New | +$286K | 0.15% | 109 |
|