RSS
Rosenblum Silverman Sutton’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,414
| Closed | -$207K | – | 75 |
|
|
2023
Q4 | $207K | Sell |
1,414
-180
| -11% | -$26.4K | 0.07% | 73 |
|
|
2023
Q3 | $233K | Hold |
1,594
| – | – | 0.08% | 68 |
|
|
2023
Q2 | $242K | Hold |
1,594
| – | – | 0.08% | 67 |
|
|
2023
Q1 | $237K | Hold |
1,594
| – | – | 0.09% | 60 |
|
|
2022
Q4 | $242K | Sell |
1,594
-400
| -20% | -$60.7K | 0.09% | 61 |
|
|
2022
Q3 | $252K | Sell |
1,994
-1,020
| -34% | -$129K | 0.09% | 69 |
|
|
2022
Q2 | $433K | Buy |
3,014
+200
| +7% | +$28.7K | 0.14% | 60 |
|
|
2022
Q1 | $430K | Hold |
2,814
| – | – | 0.11% | 57 |
|
|
2021
Q4 | $460K | Hold |
2,814
| – | – | 0.1% | 57 |
|
|
2021
Q3 | $393K | Hold |
2,814
| – | – | 0.09% | 58 |
|
|
2021
Q2 | $380K | Hold |
2,814
| – | – | 0.09% | 60 |
|
|
2021
Q1 | $381K | Sell |
2,814
-60
| -2% | -$8.12K | 0.1% | 58 |
|
|
2020
Q4 | $400K | Sell |
2,874
-387
| -12% | -$53.9K | 0.1% | 55 |
|
|
2020
Q3 | $453K | Sell |
3,261
-703
| -18% | -$97.7K | 0.13% | 50 |
|
|
2020
Q2 | $474K | Hold |
3,964
| – | – | 0.15% | 51 |
|
|
2020
Q1 | $436K | Hold |
3,964
| – | – | 0.17% | 55 |
|
|
2019
Q4 | $495K | Hold |
3,964
| – | – | 0.18% | 51 |
|
|
2019
Q3 | $493K | Buy |
3,964
+1,000
| +34% | +$124K | 0.19% | 50 |
|
|
2019
Q2 | $325K | Buy |
+2,964
| New | +$325K | 0.12% | 50 |
|