WFG Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.05M | Sell |
23,489
-865
| -4% | -$75.4K | 0.46% | 51 |
|
|
2017
Q1 | $2.19M | Sell |
24,354
-2,505
| -9% | -$225K | 0.58% | 37 |
|
|
2016
Q4 | $2.26M | Sell |
26,859
-3,584
| -12% | -$301K | 0.55% | 32 |
|
|
2016
Q3 | $2.73M | Buy |
30,443
+2,059
| +7% | +$185K | 0.68% | 26 |
|
|
2016
Q2 | $2.4M | Buy |
28,384
+6,796
| +31% | +$575K | 0.64% | 27 |
|
|
2016
Q1 | $1.78M | Sell |
21,588
-532
| -2% | -$43.8K | 0.51% | 39 |
|
|
2015
Q4 | $1.76M | Buy |
22,120
+938
| +4% | +$74.5K | 0.53% | 38 |
|
|
2015
Q3 | $1.52M | Buy |
21,182
+2,609
| +14% | +$188K | 0.48% | 44 |
|
|
2015
Q2 | $1.45M | Buy |
18,573
+2,501
| +16% | +$196K | 0.4% | 52 |
|
|
2015
Q1 | $1.32M | Sell |
16,072
-9,775
| -38% | -$801K | 0.37% | 56 |
|
|
2014
Q4 | $2.35M | Sell |
25,847
-701
| -3% | -$63.8K | 0.48% | 33 |
|
|
2014
Q3 | $2.22M | Buy |
26,548
+1,987
| +8% | +$166K | 0.42% | 37 |
|
|
2014
Q2 | $1.93M | Buy |
24,561
+3,428
| +16% | +$269K | 0.36% | 57 |
|
|
2014
Q1 | $1.7M | Sell |
21,133
-12,997
| -38% | -$1.05M | 0.34% | 55 |
|
|
2013
Q4 | $2.78M | Sell |
34,130
-841
| -2% | -$68.5K | 0.4% | 47 |
|
|
2013
Q3 | $2.64M | Sell |
34,971
-1,506
| -4% | -$114K | 0.41% | 51 |
|
|
2013
Q2 | $2.81M | Buy |
+36,477
| New | +$2.81M | 0.47% | 42 |
|