Sweet Financial Partners’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.97M | Sell |
17,160
-306
| -2% | -$53K | 0.64% | 31 |
|
|
2024
Q2 | $2.88M | Buy |
17,466
+772
| +5% | +$127K | 0.66% | 30 |
|
|
2024
Q1 | $2.71M | Buy |
16,694
+954
| +6% | +$155K | 0.63% | 32 |
|
|
2023
Q4 | $2.31M | Buy |
15,740
+1,769
| +13% | +$259K | 0.55% | 41 |
|
|
2023
Q3 | $2.04M | Buy |
13,971
+368
| +3% | +$53.7K | 0.54% | 38 |
|
|
2023
Q2 | $2.06M | Buy |
13,603
+3,181
| +31% | +$483K | 0.54% | 34 |
|
|
2023
Q1 | $1.55M | Buy |
10,422
+2,106
| +25% | +$313K | 0.43% | 40 |
|
|
2022
Q4 | $1.26M | Buy |
8,316
+1,493
| +22% | +$226K | 0.37% | 41 |
|
|
2022
Q3 | $861K | Buy |
6,823
+567
| +9% | +$71.6K | 0.27% | 55 |
|
|
2022
Q2 | $900K | Buy |
6,256
+994
| +19% | +$143K | 0.28% | 53 |
|
|
2022
Q1 | $804K | Buy |
5,262
+2,570
| +95% | +$393K | 0.22% | 59 |
|
|
2021
Q4 | $440K | Buy |
+2,692
| New | +$440K | 0.18% | 79 |
|