Wade Financial Advisory’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,501
| Closed | -$1.23M | – | 82 |
|
|
2021
Q4 | $1.23M | Hold |
7,501
| – | – | 0.64% | 30 |
|
|
2021
Q3 | $1.05M | Hold |
7,501
| – | – | 0.59% | 30 |
|
|
2021
Q2 | $1.01M | Hold |
7,501
| – | – | 0.55% | 30 |
|
|
2021
Q1 | $1.02M | Hold |
7,501
| – | – | 0.64% | 29 |
|
|
2020
Q4 | $1.04M | Sell |
7,501
-200
| -3% | -$27.8K | 0.7% | 29 |
|
|
2020
Q3 | $1.07M | Hold |
7,701
| – | – | 0.84% | 29 |
|
|
2020
Q2 | $921K | Hold |
7,701
| – | – | 0.8% | 30 |
|
|
2020
Q1 | $847K | Hold |
7,701
| – | – | 0.85% | 31 |
|
|
2019
Q4 | $962K | Buy |
+7,701
| New | +$962K | 0.85% | 23 |
|