PWS
Private Wealth Strategies’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.03M | Sell |
6,252
-242
| -4% | -$39.9K | 0.21% | 25 |
|
|
2024
Q1 | $1.05M | Buy |
6,494
+16
| +0.2% | +$2.6K | 0.23% | 19 |
|
|
2023
Q4 | $949K | Buy |
6,478
+2,588
| +67% | +$379K | 0.21% | 24 |
|
|
2023
Q3 | $567K | Buy |
3,890
+2
| +0.1% | +$292 | 0.14% | 36 |
|
|
2023
Q2 | $590K | Buy |
3,888
+3
| +0.1% | +$455 | 0.14% | 37 |
|
|
2023
Q1 | $578K | Buy |
3,885
+2
| +0.1% | +$297 | 0.15% | 41 |
|
|
2022
Q4 | $589K | Buy |
3,883
+3
| +0.1% | +$455 | 0.16% | 36 |
|
|
2022
Q3 | $489K | Buy |
3,880
+2
| +0.1% | +$252 | 0.14% | 39 |
|
|
2022
Q2 | $558K | Buy |
3,878
+3
| +0.1% | +$432 | 0.16% | 41 |
|
|
2022
Q1 | $592K | Buy |
3,875
+2
| +0.1% | +$306 | 0.15% | 45 |
|
|
2021
Q4 | $634K | Sell |
3,873
-150
| -4% | -$24.6K | 0.15% | 47 |
|
|
2021
Q3 | $562K | Buy |
4,023
+2
| +0% | +$279 | 0.14% | 51 |
|
|
2021
Q2 | $543K | Buy |
4,021
+3
| +0.1% | +$405 | 0.14% | 45 |
|
|
2021
Q1 | $546K | Buy |
4,018
+1
| +0% | +$136 | 0.15% | 45 |
|
|
2020
Q4 | $559K | Buy |
4,017
+3
| +0.1% | +$417 | 0.17% | 43 |
|
|
2020
Q3 | $559K | Buy |
4,014
+163
| +4% | +$22.7K | 0.2% | 40 |
|
|
2020
Q2 | $461K | Hold |
3,851
| – | – | 0.2% | 42 |
|
|
2020
Q1 | $424K | Sell |
3,851
-257
| -6% | -$28.3K | 0.21% | 43 |
|
|
2019
Q4 | $513K | Buy |
+4,108
| New | +$513K | 0.2% | 46 |
|