Surevest’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.16M | Buy |
25,062
+207
| +0.8% | +$26.1K | 0.86% | 47 |
|
|
2022
Q2 | $3.57M | Buy |
24,855
+944
| +4% | +$136K | 0.94% | 43 |
|
|
2022
Q1 | $3.65M | Sell |
23,911
-8,347
| -26% | -$1.28M | 0.88% | 45 |
|
|
2021
Q4 | $5.28M | Sell |
32,258
-666
| -2% | -$109K | 1.25% | 26 |
|
|
2021
Q3 | $4.6M | Buy |
32,924
+1,862
| +6% | +$260K | 1.16% | 38 |
|
|
2021
Q2 | $4.19M | Buy |
31,062
+173
| +0.6% | +$23.3K | 1.09% | 55 |
|
|
2021
Q1 | $4.18M | Buy |
30,889
+3,557
| +13% | +$482K | 1.26% | 50 |
|
|
2020
Q4 | $3.8M | Buy |
27,332
+1,213
| +5% | +$169K | 1.27% | 44 |
|
|
2020
Q3 | $3.63M | Buy |
26,119
+835
| +3% | +$116K | 1.43% | 29 |
|
|
2020
Q2 | $3.02M | Buy |
25,284
+632
| +3% | +$75.6K | 1.34% | 39 |
|
|
2020
Q1 | $2.71M | Buy |
24,652
+4,148
| +20% | +$456K | 1.48% | 15 |
|
|
2019
Q4 | $2.56M | Buy |
20,504
+3,860
| +23% | +$482K | 1.09% | 20 |
|
|
2019
Q3 | $2.07M | Buy |
16,644
+1,023
| +7% | +$127K | 1.02% | 32 |
|
|
2019
Q2 | $1.71M | Buy |
15,621
+3,831
| +32% | +$420K | 0.89% | 35 |
|
|
2019
Q1 | $1.23M | Buy |
11,790
+2,965
| +34% | +$309K | 0.76% | 39 |
|
|
2018
Q4 | $811K | Buy |
+8,825
| New | +$811K | 0.64% | 42 |
|