Teamwork Financial Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,853
| Closed | -$1.11M | – | 176 |
|
|
2024
Q1 | $1.11M | Sell |
6,853
-6,846
| -50% | -$1.11M | 0.17% | 72 |
|
|
2023
Q4 | $2.01M | Sell |
13,699
-3,770
| -22% | -$552K | 0.34% | 43 |
|
|
2023
Q3 | $2.55M | Buy |
17,469
+5,208
| +42% | +$760K | 0.42% | 42 |
|
|
2023
Q2 | $1.86M | Sell |
12,261
-136
| -1% | -$20.6K | 0.3% | 55 |
|
|
2023
Q1 | $1.84M | Buy |
12,397
+949
| +8% | +$141K | 0.34% | 49 |
|
|
2022
Q4 | $1.74M | Sell |
11,448
-1,933
| -14% | -$293K | 0.35% | 45 |
|
|
2022
Q3 | $1.69M | Sell |
13,381
-4,719
| -26% | -$596K | 0.36% | 46 |
|
|
2022
Q2 | $2.6M | Sell |
18,100
-3,861
| -18% | -$555K | 0.57% | 38 |
|
|
2022
Q1 | $3.36M | Buy |
+21,961
| New | +$3.36M | 0.63% | 33 |
|
|
2021
Q4 | – | Sell |
-1,693
| Closed | -$237K | – | 304 |
|
|
2021
Q3 | $237K | Buy |
+1,693
| New | +$237K | 0.05% | 244 |
|