Triad 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.09M | Sell |
7,471
-5,324
| -42% | -$777K | 0.38% | 28 |
|
|
2023
Q2 | $1.94M | Buy |
12,795
+51
| +0.4% | +$7.74K | 0.8% | 19 |
|
|
2023
Q1 | $1.89M | Sell |
12,744
-370
| -3% | -$55K | 0.82% | 18 |
|
|
2022
Q4 | $1.99M | Sell |
13,114
-17
| -0.1% | -$2.58K | 0.89% | 18 |
|
|
2022
Q3 | $1.66M | Sell |
13,131
-103
| -0.8% | -$13K | 0.9% | 15 |
|
|
2022
Q2 | $1.9M | Sell |
13,234
-370
| -3% | -$53.2K | 1.05% | 12 |
|
|
2022
Q1 | $2.08M | Sell |
13,604
-999
| -7% | -$153K | 1.11% | 11 |
|
|
2021
Q4 | $2.39M | Buy |
+14,603
| New | +$2.39M | 1.42% | 9 |
|