Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-777
| Closed | -$98K | – | 605 |
|
|
2022
Q3 | $98K | Sell |
777
-113
| -13% | -$14.3K | 0.07% | 148 |
|
|
2022
Q2 | $128K | Buy |
+890
| New | +$128K | 0.1% | 130 |
|
|
2022
Q1 | – | Sell |
-688
| Closed | -$113K | – | 537 |
|
|
2021
Q4 | $113K | Buy |
688
+54
| +9% | +$8.87K | 0.09% | 173 |
|
|
2021
Q3 | $91K | Sell |
634
-600
| -49% | -$86.1K | 0.07% | 175 |
|
|
2021
Q2 | $167K | Buy |
1,234
+650
| +111% | +$88K | 0.12% | 142 |
|
|
2021
Q1 | $79K | Buy |
+584
| New | +$79K | 0.06% | 190 |
|
|
2018
Q3 | $546K | Buy |
6,566
+566
| +9% | +$47.1K | 0.36% | 68 |
|
|
2018
Q2 | $468K | Buy |
6,000
+418
| +7% | +$32.6K | 0.34% | 69 |
|
|
2018
Q1 | $443K | Sell |
5,582
-225
| -4% | -$17.9K | 0.34% | 67 |
|
|
2017
Q4 | $533K | Buy |
+5,807
| New | +$533K | 0.4% | 58 |
|