Wealthspire Advisors (Maryland)’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.92M | Buy |
42,554
+1,412
| +3% | +$196K | 0.21% | 60 |
|
|
2020
Q2 | $4.92M | Buy |
41,142
+3,880
| +10% | +$464K | 0.35% | 46 |
|
|
2020
Q1 | $4.1M | Sell |
37,262
-8,307
| -18% | -$914K | 0.36% | 49 |
|
|
2019
Q4 | $5.69M | Buy |
45,569
+6,399
| +16% | +$799K | 0.38% | 43 |
|
|
2019
Q3 | $4.87M | Sell |
39,170
-6,883
| -15% | -$856K | 0.36% | 48 |
|
|
2019
Q2 | $5.05M | Buy |
46,053
+17
| +0% | +$1.86K | 0.38% | 48 |
|
|
2019
Q1 | $4.79M | Sell |
46,036
-899
| -2% | -$93.5K | 0.36% | 47 |
|
|
2018
Q4 | $4.31M | Buy |
46,935
+649
| +1% | +$59.7K | 0.38% | 47 |
|
|
2018
Q3 | $3.85M | Sell |
46,286
-1,791
| -4% | -$149K | 0.32% | 46 |
|
|
2018
Q2 | $3.75M | Buy |
48,077
+209
| +0.4% | +$16.3K | 0.34% | 49 |
|
|
2018
Q1 | $3.8M | Sell |
47,868
-1,681
| -3% | -$133K | 0.36% | 48 |
|
|
2017
Q4 | $4.55M | Buy |
49,549
+7,211
| +17% | +$663K | 0.44% | 40 |
|
|
2017
Q3 | $3.85M | Buy |
42,338
+3,267
| +8% | +$297K | 0.42% | 38 |
|
|
2017
Q2 | $3.41M | Buy |
39,071
+5,298
| +16% | +$462K | 0.4% | 41 |
|
|
2017
Q1 | $3.04M | Sell |
33,773
-270
| -0.8% | -$24.3K | 0.43% | 35 |
|
|
2016
Q4 | $2.86M | Buy |
34,043
+2,471
| +8% | +$208K | 0.43% | 38 |
|
|
2016
Q3 | $2.83M | Sell |
31,572
-1,809
| -5% | -$162K | 0.44% | 36 |
|
|
2016
Q2 | $2.83M | Buy |
33,381
+378
| +1% | +$32K | 0.47% | 35 |
|
|
2016
Q1 | $2.72M | Buy |
33,003
+4,119
| +14% | +$339K | 0.48% | 37 |
|
|
2015
Q4 | $2.29M | Buy |
+28,884
| New | +$2.29M | 0.43% | 38 |
|