Sage Investment Advisers’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $520K | Buy |
3,000
+45
| +2% | +$7.79K | 0.54% | 43 |
|
|
2024
Q2 | $487K | Sell |
2,955
-14
| -0.5% | -$2.31K | 0.55% | 40 |
|
|
2024
Q1 | $482K | Buy |
2,969
+15
| +0.5% | +$2.43K | 0.55% | 42 |
|
|
2023
Q4 | $433K | Buy |
2,954
+25
| +0.9% | +$3.66K | 0.53% | 42 |
|
|
2023
Q3 | $427K | Hold |
2,929
| – | – | 0.59% | 39 |
|
|
2023
Q2 | $444K | Buy |
2,929
+1
| +0% | +$152 | 0.59% | 38 |
|
|
2023
Q1 | $435K | Buy |
2,928
+1
| +0% | +$149 | 0.58% | 38 |
|
|
2022
Q4 | $444K | Hold |
2,927
| – | – | 0.63% | 39 |
|
|
2022
Q3 | $369K | Buy |
2,927
+1
| +0% | +$126 | 0.58% | 42 |
|
|
2022
Q2 | $421K | Sell |
2,926
-21
| -0.7% | -$3.02K | 0.66% | 38 |
|
|
2022
Q1 | $450K | Sell |
2,947
-302
| -9% | -$46.1K | 0.6% | 41 |
|
|
2021
Q4 | $531K | Buy |
+3,249
| New | +$531K | 0.68% | 38 |
|