SFA
Source Financial Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $461K | Sell |
2,659
-3
| -0.1% | -$520 | 0.14% | 73 |
|
|
2024
Q2 | $439K | Buy |
2,662
+1
| +0% | +$165 | 0.14% | 74 |
|
|
2024
Q1 | $432K | Sell |
2,661
-3
| -0.1% | -$487 | 0.13% | 76 |
|
|
2023
Q4 | $390K | Buy |
2,664
+109
| +4% | +$16K | 0.12% | 90 |
|
|
2023
Q3 | $373K | Buy |
2,555
+30
| +1% | +$4.38K | 0.13% | 89 |
|
|
2023
Q2 | $383K | Buy |
2,525
+90
| +4% | +$13.7K | 0.13% | 93 |
|
|
2023
Q1 | $362K | Buy |
2,435
+278
| +13% | +$41.3K | 0.12% | 92 |
|
|
2022
Q4 | $327K | Buy |
2,157
+97
| +5% | +$14.7K | 0.12% | 97 |
|
|
2022
Q3 | $260K | Sell |
2,060
-52
| -2% | -$6.56K | 0.1% | 96 |
|
|
2022
Q2 | $304K | Buy |
2,112
+186
| +10% | +$26.8K | 0.12% | 94 |
|
|
2022
Q1 | $294K | Buy |
1,926
+61
| +3% | +$9.31K | 0.09% | 95 |
|
|
2021
Q4 | $305K | Sell |
1,865
-291
| -13% | -$47.6K | 0.08% | 94 |
|
|
2021
Q3 | $302K | Hold |
2,156
| – | – | 0.08% | 89 |
|
|
2021
Q2 | $291K | Hold |
2,156
| – | – | 0.07% | 90 |
|
|
2021
Q1 | $292K | Buy |
+2,156
| New | +$292K | 0.08% | 91 |
|