Progressive Investment 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 |
-1,802
| Closed | -$268K | – | 58 |
|
|
2023
Q1 | $268K | Buy |
+1,802
| New | +$268K | 0.09% | 50 |
|
|
2018
Q1 | – | Sell |
-27,450
| Closed | -$2.52M | – | 42 |
|
|
2017
Q4 | $2.52M | Buy |
27,450
+313
| +1% | +$28.8K | 1.69% | 33 |
|
|
2017
Q3 | $2.47M | Buy |
27,137
+245
| +0.9% | +$22.3K | 1.86% | 31 |
|
|
2017
Q2 | $2.34M | Sell |
26,892
-198
| -0.7% | -$17.3K | 1.82% | 33 |
|
|
2017
Q1 | $2.43M | Buy |
27,090
+165
| +0.6% | +$14.8K | 2.03% | 28 |
|
|
2016
Q4 | $2.26M | Buy |
26,925
+5
| +0% | +$420 | 2.07% | 25 |
|
|
2016
Q3 | $2.42M | Buy |
26,920
+537
| +2% | +$48.2K | 2.25% | 23 |
|
|
2016
Q2 | $2.23M | Buy |
26,383
+918
| +4% | +$77.7K | 2.16% | 23 |
|
|
2016
Q1 | $2.1M | Buy |
25,465
+19,613
| +335% | +$1.61M | 2.13% | 24 |
|
|
2015
Q4 | $465K | Hold |
5,852
| – | – | 0.5% | 48 |
|
|
2015
Q3 | $421K | Buy |
5,852
+101
| +2% | +$7.27K | 0.49% | 49 |
|
|
2015
Q2 | $450K | Buy |
5,751
+1,471
| +34% | +$115K | 0.5% | 50 |
|
|
2015
Q1 | $350K | Buy |
+4,280
| New | +$350K | 1.21% | 40 |
|