Wallace Advisory Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,969
| Closed | -$490K | – | 192 |
|
|
2024
Q3 | $490K | Sell |
2,969
-38
| -1% | -$6.27K | 0.36% | 71 |
|
|
2024
Q2 | $496K | Buy |
3,007
+144
| +5% | +$23.7K | 0.36% | 69 |
|
|
2024
Q1 | $420K | Sell |
2,863
-13
| -0.5% | -$1.91K | 0.32% | 89 |
|
|
2023
Q4 | $419K | Buy |
2,876
+693
| +32% | +$101K | 0.33% | 79 |
|
|
2023
Q3 | $331K | Buy |
2,183
+229
| +12% | +$34.7K | 0.24% | 112 |
|
|
2023
Q2 | $291K | Hold |
1,954
| – | – | 0.22% | 117 |
|
|
2023
Q1 | $291K | Buy |
+1,954
| New | +$291K | 0.22% | 117 |
|