QP 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 | $929K | Sell |
6,368
-1,688
| -21% | -$246K | 1.62% | 22 |
|
2023
Q2 | $1.22M | Sell |
8,056
-367
| -4% | -$55.7K | 1.94% | 18 |
|
2023
Q1 | $1.25M | Sell |
8,423
-251
| -3% | -$37.3K | 2.05% | 15 |
|
2022
Q4 | $1.31M | Sell |
8,674
-1,267
| -13% | -$192K | 2.05% | 17 |
|
2022
Q3 | $1.28M | Buy |
9,941
+125
| +1% | +$16.1K | 1.84% | 21 |
|
2022
Q2 | $1.41M | Sell |
9,816
-105
| -1% | -$15.1K | 1.93% | 18 |
|
2022
Q1 | $1.52M | Sell |
9,921
-129
| -1% | -$19.7K | 1.69% | 20 |
|
2021
Q4 | $1.64M | Buy |
10,050
+75
| +0.8% | +$12.3K | 1.74% | 20 |
|
2021
Q3 | $1.4M | Sell |
9,975
-80
| -0.8% | -$11.2K | 1.5% | 23 |
|
2021
Q2 | $1.36M | Buy |
10,055
+310
| +3% | +$41.8K | 1.39% | 25 |
|
2021
Q1 | $1.32M | Buy |
9,745
+130
| +1% | +$17.6K | 1.44% | 28 |
|
2020
Q4 | $1.34M | Buy |
9,615
+315
| +3% | +$43.8K | 1.48% | 25 |
|
2020
Q3 | $1.29M | Buy |
9,300
+235
| +3% | +$32.7K | 1.65% | 21 |
|
2020
Q2 | $1.08M | Buy |
9,065
+1,552
| +21% | +$186K | 1.5% | 24 |
|
2020
Q1 | $897K | Buy |
+7,513
| New | +$897K | 1.3% | 30 |
|