PRW 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
Q3 | $269K | Hold |
1,800
| – | – | 0.1% | 81 |
|
|
2023
Q2 | $268K | Buy |
1,800
+42
| +2% | +$6.26K | 0.09% | 56 |
|
|
2023
Q1 | $275K | Hold |
1,758
| – | – | 0.11% | 85 |
|
|
2022
Q4 | $266K | Hold |
1,758
| – | – | 0.11% | 50 |
|
|
2022
Q3 | $222K | Hold |
1,758
| – | – | 0.11% | 86 |
|
|
2022
Q2 | $252K | Hold |
1,758
| – | – | 0.15% | 76 |
|
|
2022
Q1 | $269K | Sell |
1,758
-241
| -12% | -$36.9K | 0.12% | 86 |
|
|
2021
Q4 | $327K | Hold |
1,999
| – | – | 0.15% | 70 |
|
|
2021
Q3 | $279K | Sell |
1,999
-10,136
| -84% | -$1.41M | 0.14% | 75 |
|
|
2021
Q2 | $1.64M | Buy |
12,135
+10,136
| +507% | +$1.37M | 0.48% | 59 |
|
|
2021
Q1 | $271K | Buy |
1,999
+289
| +17% | +$39.2K | 0.13% | 74 |
|
|
2020
Q4 | $238K | Hold |
1,710
| – | – | 0.13% | 83 |
|
|
2020
Q3 | $238K | Hold |
1,710
| – | – | 0.17% | 69 |
|
|
2020
Q2 | $204K | Buy |
+1,710
| New | +$204K | 0.16% | 80 |
|
|
2019
Q2 | – | Sell |
-875
| Closed | -$91K | – | 498 |
|
|
2019
Q1 | $91K | Hold |
875
| – | – | 0.08% | 88 |
|
|
2018
Q4 | $81K | Buy |
+875
| New | +$81K | 0.1% | 104 |
|