SWA
Sutton Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.2M | Buy |
8,254
+105
| +1% | +$15.3K | 0.59% | 33 |
|
|
2023
Q2 | $1.24M | Sell |
8,149
-694
| -8% | -$105K | 0.6% | 31 |
|
|
2023
Q1 | $1.31M | Sell |
8,843
-3,010
| -25% | -$448K | 0.7% | 27 |
|
|
2022
Q4 | $1.8M | Sell |
11,853
-78
| -0.7% | -$11.8K | 0.68% | 26 |
|
|
2022
Q3 | $1.51M | Sell |
11,931
-78
| -0.6% | -$9.85K | 0.61% | 31 |
|
|
2022
Q2 | $1.73M | Buy |
12,009
+67
| +0.6% | +$9.63K | 0.69% | 28 |
|
|
2022
Q1 | $1.82M | Sell |
11,942
-508
| -4% | -$77.6K | 0.63% | 31 |
|
|
2021
Q4 | $2.04M | Buy |
12,450
+35
| +0.3% | +$5.73K | 0.68% | 32 |
|
|
2021
Q3 | $1.74M | Buy |
12,415
+24
| +0.2% | +$3.36K | 0.64% | 33 |
|
|
2021
Q2 | $1.67M | Sell |
12,391
-149
| -1% | -$20.1K | 0.61% | 32 |
|
|
2021
Q1 | $1.7M | Sell |
12,540
-4
| -0% | -$542 | 0.67% | 30 |
|
|
2020
Q4 | $1.75M | Sell |
12,544
-94
| -0.7% | -$13.1K | 0.74% | 26 |
|
|
2020
Q3 | $1.76M | Buy |
12,638
+51
| +0.4% | +$7.09K | 0.85% | 24 |
|
|
2020
Q2 | $1.51M | Sell |
12,587
-87
| -0.7% | -$10.4K | 0.79% | 26 |
|
|
2020
Q1 | $1.39M | Buy |
12,674
+1,225
| +11% | +$135K | 0.88% | 22 |
|
|
2019
Q4 | $1.43M | Hold |
11,449
| – | – | 0.73% | 26 |
|
|
2019
Q3 | $1.42M | Buy |
11,449
+12
| +0.1% | +$1.49K | 0.8% | 23 |
|
|
2019
Q2 | $1.25M | Sell |
11,437
-45
| -0.4% | -$4.93K | 0.72% | 25 |
|
|
2019
Q1 | $1.19M | Buy |
11,482
+33
| +0.3% | +$3.43K | 0.7% | 26 |
|
|
2018
Q4 | $1.05M | Buy |
11,449
+4,670
| +69% | +$429K | 0.68% | 26 |
|
|
2018
Q3 | $564K | Buy |
6,779
+136
| +2% | +$11.3K | 0.37% | 45 |
|
|
2018
Q2 | $519K | Sell |
6,643
-106
| -2% | -$8.27K | 0.36% | 47 |
|
|
2018
Q1 | $535K | Buy |
6,749
+360
| +6% | +$28.5K | 0.38% | 45 |
|
|
2017
Q4 | $587K | Hold |
6,389
| – | – | 0.43% | 43 |
|
|
2017
Q3 | $581K | Sell |
6,389
-150
| -2% | -$13.6K | 0.44% | 41 |
|
|
2017
Q2 | $570K | Buy |
6,539
+4
| +0.1% | +$349 | 0.45% | 41 |
|
|
2017
Q1 | $587K | Sell |
6,535
-5
| -0.1% | -$449 | 0.49% | 39 |
|
|
2016
Q4 | $550K | Buy |
6,540
+24
| +0.4% | +$2.02K | 0.49% | 38 |
|
|
2016
Q3 | $585K | Hold |
6,516
| – | – | 0.53% | 34 |
|
|
2016
Q2 | $552K | Buy |
6,516
+62
| +1% | +$5.25K | 0.52% | 31 |
|
|
2016
Q1 | $531K | Buy |
+6,454
| New | +$531K | 0.5% | 33 |
|