Waypoint Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $405K | Buy |
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|
2024
Q2 | $357K | Buy |
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $276K | Hold |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $353K | Buy |
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