SWM
Sugarloaf Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $783K | Buy |
4,668
+154
| +3% | +$25.8K | 0.15% | 68 |
|
|
2024
Q3 | $782K | Buy |
4,514
+69
| +2% | +$12K | 0.15% | 66 |
|
|
2024
Q2 | $733K | Buy |
4,445
+6
| +0.1% | +$990 | 0.15% | 67 |
|
|
2024
Q1 | $720K | Buy |
4,439
+29
| +0.7% | +$4.71K | 0.15% | 67 |
|
|
2023
Q4 | $646K | Buy |
4,410
+109
| +3% | +$16K | 0.16% | 70 |
|
|
2023
Q3 | $627K | Buy |
4,301
+173
| +4% | +$25.2K | 0.16% | 67 |
|
|
2023
Q2 | $626K | Buy |
4,128
+95
| +2% | +$14.4K | 0.15% | 69 |
|
|
2023
Q1 | $600K | Buy |
4,033
+178
| +5% | +$26.5K | 0.15% | 68 |
|
|
2022
Q4 | $584K | Sell |
3,855
-397
| -9% | -$60.2K | 0.15% | 65 |
|
|
2022
Q3 | $537K | Buy |
4,252
+224
| +6% | +$28.3K | 0.14% | 72 |
|
|
2022
Q2 | $579K | Buy |
4,028
+31
| +0.8% | +$4.46K | 0.15% | 67 |
|
|
2022
Q1 | $611K | Buy |
3,997
+5
| +0.1% | +$764 | 0.14% | 64 |
|
|
2021
Q4 | $653K | Buy |
3,992
+5
| +0.1% | +$818 | 0.15% | 61 |
|
|
2021
Q3 | $557K | Sell |
3,987
-192
| -5% | -$26.8K | 0.15% | 62 |
|
|
2021
Q2 | $564K | Buy |
4,179
+214
| +5% | +$28.9K | 0.15% | 61 |
|
|
2021
Q1 | $537 | Buy |
3,965
+129
| +3% | +$17 | 0.16% | 64 |
|
|
2020
Q4 | $534K | Sell |
3,836
-3,320
| -46% | -$462K | 0.18% | 65 |
|
|
2020
Q3 | $995K | Sell |
7,156
-357
| -5% | -$49.6K | 0.36% | 43 |
|
|
2020
Q2 | $898K | Sell |
7,513
-21
| -0.3% | -$2.51K | 0.34% | 47 |
|
|
2020
Q1 | $829K | Sell |
7,534
-97
| -1% | -$10.7K | 0.37% | 42 |
|
|
2019
Q4 | $953K | Buy |
+7,631
| New | +$953K | 0.41% | 44 |
|