Strategic Wealth Management Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.11M | Sell |
8,221
-3,432
| -29% | -$463K | 0.4% | 34 |
|
|
2021
Q1 | $1.58M | Buy |
11,653
+287
| +3% | +$38.9K | 0.6% | 26 |
|
|
2020
Q4 | $1.58M | Buy |
11,366
+953
| +9% | +$133K | 0.68% | 22 |
|
|
2020
Q3 | $1.45M | Buy |
10,413
+150
| +1% | +$20.8K | 0.7% | 24 |
|
|
2020
Q2 | $1.23M | Buy |
10,263
+302
| +3% | +$36.1K | 0.72% | 23 |
|
|
2020
Q1 | $1.1M | Buy |
9,961
+235
| +2% | +$25.9K | 0.82% | 21 |
|
|
2019
Q4 | $1.22M | Buy |
9,726
+126
| +1% | +$15.7K | 0.79% | 22 |
|
|
2019
Q3 | $1.19M | Buy |
9,600
+156
| +2% | +$19.4K | 0.86% | 23 |
|
|
2019
Q2 | $1.04M | Buy |
9,444
+7
| +0.1% | +$768 | 0.79% | 25 |
|
|
2019
Q1 | $982K | Buy |
9,437
+593
| +7% | +$61.7K | 0.8% | 24 |
|
|
2018
Q4 | $813K | Buy |
+8,844
| New | +$813K | 0.78% | 26 |
|