WCM
Weatherstone Capital Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $661K | Sell |
6,354
-9,216
| -59% | -$959K | 0.7% | 23 |
|
|
2018
Q4 | $1.35M | Buy |
15,570
+9,159
| +143% | +$795K | 0.33% | 59 |
|
|
2018
Q3 | $534K | Sell |
6,411
-493
| -7% | -$41.1K | 0.41% | 38 |
|
|
2018
Q2 | $539K | Sell |
6,904
-329
| -5% | -$25.7K | 0.43% | 20 |
|
|
2018
Q1 | $573K | Buy |
7,233
+1,651
| +30% | +$131K | 0.43% | 23 |
|
|
2017
Q4 | $513K | Buy |
5,582
+651
| +13% | +$59.8K | 0.34% | 34 |
|
|
2017
Q3 | $449K | Buy |
4,931
+81
| +2% | +$7.38K | 0.31% | 33 |
|
|
2017
Q2 | $423K | Buy |
4,850
+438
| +10% | +$38.2K | 0.28% | 43 |
|
|
2017
Q1 | $396K | Buy |
4,412
+286
| +7% | +$25.7K | 0.44% | 32 |
|
|
2016
Q4 | $347K | Buy |
4,126
+466
| +13% | +$39.2K | 0.23% | 46 |
|
|
2016
Q3 | $328K | Buy |
3,660
+544
| +17% | +$48.8K | 0.27% | 51 |
|
|
2016
Q2 | $264K | Buy |
3,116
+1
| +0% | +$85 | 0.22% | 69 |
|
|
2016
Q1 | $256K | Sell |
3,115
-141
| -4% | -$11.6K | 0.19% | 67 |
|
|
2015
Q4 | $259K | Sell |
3,256
-1,482
| -31% | -$118K | 0.3% | 62 |
|
|
2015
Q3 | $341K | Sell |
4,738
-80
| -2% | -$5.76K | 0.31% | 37 |
|
|
2015
Q2 | $377K | Buy |
4,818
+326
| +7% | +$25.5K | 0.33% | 46 |
|
|
2015
Q1 | $365K | Buy |
4,492
+1,694
| +61% | +$138K | 0.22% | 52 |
|
|
2014
Q4 | $255K | Buy |
+2,798
| New | +$255K | 0.15% | 61 |
|