Poehling Capital Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,258
| Closed | -$577K | – | 152 |
|
|
2021
Q1 | $577K | Buy |
+4,258
| New | +$577K | 0.2% | 102 |
|
|
2018
Q4 | – | Sell |
-13,330
| Closed | -$1.11M | – | 103 |
|
|
2018
Q3 | $1.11M | Buy |
13,330
+3,595
| +37% | +$299K | 0.79% | 42 |
|
|
2018
Q2 | $760K | Sell |
9,735
-4,065
| -29% | -$317K | 0.67% | 42 |
|
|
2018
Q1 | $1.09M | Hold |
13,800
| – | – | 0.88% | 38 |
|
|
2017
Q4 | $1.27M | Buy |
+13,800
| New | +$1.27M | 1.08% | 32 |
|