Western Financial Corp’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 |
-2,156
| Closed | -$373K | – | 136 |
|
|
2024
Q3 | $373K | Sell |
2,156
-44
| -2% | -$7.62K | 0.21% | 100 |
|
|
2024
Q2 | $363K | Hold |
2,200
| – | – | 0.22% | 89 |
|
|
2024
Q1 | $357K | Hold |
2,200
| – | – | 0.22% | 93 |
|
|
2023
Q4 | $322K | Hold |
2,200
| – | – | 0.22% | 101 |
|
|
2023
Q3 | $321K | Hold |
2,200
| – | – | 0.24% | 100 |
|
|
2023
Q2 | $334K | Hold |
2,200
| – | – | 0.23% | 96 |
|
|
2023
Q1 | $327K | Hold |
2,200
| – | – | 0.23% | 98 |
|
|
2022
Q4 | $333K | Hold |
2,200
| – | – | 0.22% | 90 |
|
|
2022
Q3 | $278K | Hold |
2,200
| – | – | 0.19% | 87 |
|
|
2022
Q2 | $316K | Hold |
2,200
| – | – | 0.22% | 85 |
|
|
2022
Q1 | $336K | Hold |
2,200
| – | – | 0.2% | 80 |
|
|
2021
Q4 | $360K | Hold |
2,200
| – | – | 0.19% | 75 |
|
|
2021
Q3 | $308K | Hold |
2,200
| – | – | 0.18% | 76 |
|
|
2021
Q2 | $297K | Hold |
2,200
| – | – | 0.16% | 74 |
|
|
2021
Q1 | $298K | Hold |
2,200
| – | – | 0.18% | 70 |
|
|
2020
Q4 | $306K | Buy |
+2,200
| New | +$306K | 0.2% | 69 |
|