WealthOne’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 | $364K | Sell |
2,497
-1,175
| -32% | -$171K | 0.15% | 54 |
|
|
2023
Q2 | $557K | Sell |
3,672
-28
| -0.8% | -$4.25K | 0.2% | 44 |
|
|
2023
Q1 | $550K | Buy |
3,700
+65
| +2% | +$9.67K | 0.21% | 48 |
|
|
2022
Q4 | $551K | Sell |
3,635
-171
| -4% | -$25.9K | 0.22% | 48 |
|
|
2022
Q3 | $481K | Hold |
3,806
| – | – | 0.21% | 53 |
|
|
2022
Q2 | $547K | Sell |
3,806
-119
| -3% | -$17.1K | 0.22% | 52 |
|
|
2022
Q1 | $600K | Buy |
3,925
+1,335
| +52% | +$204K | 0.21% | 53 |
|
|
2021
Q4 | $424K | Sell |
2,590
-1,450
| -36% | -$237K | 0.15% | 68 |
|
|
2021
Q3 | $565K | Buy |
4,040
+14
| +0.3% | +$1.96K | 0.21% | 60 |
|
|
2021
Q2 | $543K | Buy |
4,026
+29
| +0.7% | +$3.91K | 0.21% | 60 |
|
|
2021
Q1 | $541K | Buy |
3,997
+279
| +8% | +$37.8K | 0.23% | 61 |
|
|
2020
Q4 | $517K | Sell |
3,718
-524
| -12% | -$72.9K | 0.25% | 54 |
|
|
2020
Q3 | $590K | Buy |
4,242
+221
| +5% | +$30.7K | 0.33% | 44 |
|
|
2020
Q2 | $481K | Buy |
4,021
+500
| +14% | +$59.8K | 0.3% | 45 |
|
|
2020
Q1 | $387K | Buy |
3,521
+135
| +4% | +$14.8K | 0.3% | 52 |
|
|
2019
Q4 | $423K | Sell |
3,386
-957
| -22% | -$120K | 0.26% | 54 |
|
|
2019
Q3 | $540K | Sell |
4,343
-26
| -0.6% | -$3.23K | 0.39% | 39 |
|
|
2019
Q2 | $479K | Buy |
+4,369
| New | +$479K | 0.34% | 50 |
|
|
2019
Q1 | – | Sell |
-4,090
| Closed | -$376K | – | 427 |
|
|
2018
Q4 | $376K | Buy |
+4,090
| New | +$376K | 0.33% | 45 |
|