Traverso Chambers Private Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.25M | Sell |
49,473
-1,859
| -4% | -$272K | 1.76% | 18 |
|
|
2023
Q3 | $7.49M | Sell |
51,332
-1,262
| -2% | -$184K | 2% | 13 |
|
|
2023
Q2 | $7.98M | Buy |
52,594
+644
| +1% | +$97.7K | 2.1% | 13 |
|
|
2023
Q1 | $7.72M | Sell |
51,950
-1,201
| -2% | -$179K | 2.12% | 14 |
|
|
2022
Q4 | $8.06M | Sell |
53,151
-162
| -0.3% | -$24.6K | 2.32% | 14 |
|
|
2022
Q3 | $6.73M | Buy |
53,313
+1,397
| +3% | +$176K | 2.06% | 16 |
|
|
2022
Q2 | $7.47M | Buy |
51,916
+60
| +0.1% | +$8.63K | 2.5% | 11 |
|
|
2022
Q1 | $7.92M | Buy |
51,856
+4,651
| +10% | +$711K | 2.36% | 13 |
|
|
2021
Q4 | $7.72M | Sell |
47,205
-5,772
| -11% | -$944K | 2.29% | 11 |
|
|
2021
Q3 | $7.41M | Sell |
52,977
-151
| -0.3% | -$21.1K | 2.31% | 12 |
|
|
2021
Q2 | $7.17M | Buy |
53,128
+236
| +0.4% | +$31.8K | 2.26% | 13 |
|
|
2021
Q1 | $7.16M | Buy |
52,892
+559
| +1% | +$75.7K | 2.42% | 12 |
|
|
2020
Q4 | $7.28M | Sell |
52,333
-2,031
| -4% | -$283K | 2.62% | 11 |
|
|
2020
Q3 | $7.56M | Sell |
54,364
-2,688
| -5% | -$374K | 2.92% | 11 |
|
|
2020
Q2 | $6.82M | Sell |
57,052
-537
| -0.9% | -$64.2K | 2.86% | 11 |
|
|
2020
Q1 | $6.34M | Buy |
57,589
+137
| +0.2% | +$15.1K | 2.98% | 9 |
|
|
2019
Q4 | $7.18M | Sell |
57,452
-450
| -0.8% | -$56.2K | 3.05% | 11 |
|
|
2019
Q3 | $7.2M | Sell |
57,902
-1,053
| -2% | -$131K | 3.44% | 10 |
|
|
2019
Q2 | $6.57M | Sell |
58,955
-10,884
| -16% | -$1.21M | 3.21% | 10 |
|
|
2019
Q1 | $7.27M | Sell |
69,839
-2,806
| -4% | -$292K | 3.56% | 10 |
|
|
2018
Q4 | $6.68M | Buy |
+72,645
| New | +$6.68M | 3.61% | 10 |
|