Strategic Family Wealth Counselors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,332
| Closed | -$231K | – | 142 |
|
|
2024
Q3 | $231K | Buy |
1,332
+47
| +4% | +$8.14K | 0.08% | 120 |
|
|
2024
Q2 | $212K | Hold |
1,285
| – | – | 0.08% | 114 |
|
|
2024
Q1 | $208K | Sell |
1,285
-500
| -28% | -$81.1K | 0.08% | 111 |
|
|
2023
Q4 | $262K | Hold |
1,785
| – | – | 0.11% | 94 |
|
|
2023
Q3 | $260K | Hold |
1,785
| – | – | 0.13% | 86 |
|
|
2023
Q2 | $271K | Hold |
1,785
| – | – | 0.12% | 85 |
|
|
2023
Q1 | $265K | Buy |
1,785
+397
| +29% | +$59K | 0.13% | 84 |
|
|
2022
Q4 | $210K | Buy |
+1,388
| New | +$210K | 0.1% | 97 |
|
|
2022
Q3 | – | Sell |
-1,412
| Closed | -$203K | – | 94 |
|
|
2022
Q2 | $203K | Buy |
1,412
+101
| +8% | +$14.5K | 0.1% | 92 |
|
|
2022
Q1 | $200K | Hold |
1,311
| – | – | 0.08% | 98 |
|
|
2021
Q4 | $214K | Buy |
+1,311
| New | +$214K | 0.07% | 94 |
|
|
2021
Q1 | – | Sell |
-3,144
| Closed | -$437K | – | 86 |
|
|
2020
Q4 | $437K | Buy |
3,144
+70
| +2% | +$9.73K | 0.23% | 52 |
|
|
2020
Q3 | $427K | Hold |
3,074
| – | – | 0.24% | 47 |
|
|
2020
Q2 | $368K | Buy |
+3,074
| New | +$368K | 0.23% | 53 |
|