Trellis Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $514K | Buy |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $426K | Sell |
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|
2021
Q1 | $434K | Sell |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $445K | Buy |
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|
2020
Q2 | $378K | Buy |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $329K | Buy |
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|
2019
Q2 | $285K | Buy |
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|
2019
Q1 | $269K | Buy |
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|
2018
Q4 | $236K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $256K | Buy |
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|
2017
Q4 | $287K | Buy |
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