WGAM
Wilkinson Global Asset Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,050
| Closed | -$333K | – | 84 |
|
|
2024
Q1 | $333K | Hold |
2,050
| – | – | 0.02% | 73 |
|
|
2023
Q4 | $300K | Sell |
2,050
-75
| -4% | -$11K | 0.02% | 74 |
|
|
2023
Q3 | $310K | Hold |
2,125
| – | – | 0.02% | 72 |
|
|
2023
Q2 | $322K | Hold |
2,125
| – | – | 0.02% | 76 |
|
|
2023
Q1 | $316K | Sell |
2,125
-205
| -9% | -$30.5K | 0.03% | 71 |
|
|
2022
Q4 | $353K | Sell |
2,330
-445
| -16% | -$67.4K | 0.03% | 67 |
|
|
2022
Q3 | $350K | Hold |
2,775
| – | – | 0.03% | 69 |
|
|
2022
Q2 | $399K | Hold |
2,775
| – | – | 0.03% | 63 |
|
|
2022
Q1 | $424K | Hold |
2,775
| – | – | 0.03% | 65 |
|
|
2021
Q4 | $454K | Hold |
2,775
| – | – | 0.03% | 66 |
|
|
2021
Q3 | $388K | Hold |
2,775
| – | – | 0.02% | 73 |
|
|
2021
Q2 | $374K | Hold |
2,775
| – | – | 0.02% | 72 |
|
|
2021
Q1 | $376K | Buy |
+2,775
| New | +$376K | 0.02% | 71 |
|