WPA
Winning Points Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.15M | Buy |
+14,690
| New | +$2.15M | 3.63% | 5 |
|
|
2024
Q1 | $2.68M | Hold |
18,270
| – | – | 4.13% | 5 |
|
|
2023
Q4 | $2.68M | Buy |
18,270
+3,580
| +24% | +$525K | 4.13% | 5 |
|
|
2023
Q3 | $2.15M | Sell |
14,690
-3,580
| -20% | -$524K | 3.81% | 5 |
|
|
2023
Q2 | $2.68M | Sell |
18,270
-3,306
| -15% | -$484K | 4.13% | 5 |
|
|
2023
Q1 | $3.21M | Sell |
21,576
-390
| -2% | -$58K | 3.54% | 6 |
|
|
2022
Q4 | $3.33M | Sell |
21,966
-15
| -0.1% | -$2.27K | 4.24% | 5 |
|
|
2022
Q3 | $2.9M | Hold |
21,981
| – | – | 3.55% | 5 |
|
|
2022
Q2 | $3.16M | Hold |
21,981
| – | – | 3.47% | 6 |
|
|
2022
Q1 | $3.36M | Sell |
21,981
-3,953
| -15% | -$604K | 2.61% | 10 |
|
|
2021
Q4 | $2.84M | Buy |
25,934
+3,373
| +15% | +$370K | 2.06% | 16 |
|
|
2021
Q3 | $3.15M | Buy |
22,561
+8,086
| +56% | +$1.13M | 2.31% | 11 |
|
|
2021
Q2 | $1.95M | Sell |
14,475
-8,500
| -37% | -$1.15M | 1.46% | 20 |
|
|
2021
Q1 | $3.11M | Sell |
22,975
-132
| -0.6% | -$17.9K | 2.33% | 13 |
|
|
2020
Q4 | $3.21M | Sell |
23,107
-2,277
| -9% | -$317K | 2.58% | 11 |
|
|
2020
Q3 | $3.53M | Sell |
25,384
-4,000
| -14% | -$556K | 3.01% | 10 |
|
|
2020
Q2 | $3.51M | Sell |
29,384
-52
| -0.2% | -$6.22K | 3.35% | 8 |
|
|
2020
Q1 | $3.24M | Sell |
29,436
-2,800
| -9% | -$308K | 3.16% | 10 |
|
|
2019
Q4 | $4.03M | Buy |
32,236
+6,302
| +24% | +$787K | 2.57% | 12 |
|
|
2019
Q3 | $3.23M | Hold |
25,934
| – | – | 2.33% | 15 |
|
|
2019
Q2 | $2.84M | Sell |
25,934
-1,798
| -6% | -$197K | 2.06% | 16 |
|
|
2019
Q1 | $2.89M | Sell |
27,732
-600
| -2% | -$62.4K | 2.23% | 16 |
|
|
2018
Q4 | $2.59M | Buy |
28,332
+7,300
| +35% | +$666K | 2.22% | 15 |
|
|
2018
Q3 | $1.75M | Sell |
21,032
-7,400
| -26% | -$616K | 1.29% | 19 |
|
|
2018
Q2 | $2.22M | Buy |
28,432
+282
| +1% | +$22K | 1.77% | 17 |
|
|
2018
Q1 | $2.19M | Sell |
28,150
-159
| -0.6% | -$12.4K | 1.79% | 17 |
|
|
2017
Q4 | $2.6M | Buy |
28,309
+3,148
| +13% | +$289K | 2.12% | 15 |
|
|
2017
Q3 | $2.29M | Hold |
25,161
| – | – | 1.97% | 18 |
|
|
2017
Q2 | $2.21M | Sell |
25,161
-200
| -0.8% | -$17.6K | 2.16% | 16 |
|
|
2017
Q1 | $2.28M | Buy |
25,361
+7,384
| +41% | +$664K | 2.23% | 13 |
|
|
2016
Q4 | $1.51M | Buy |
+17,977
| New | +$1.51M | 1.65% | 20 |
|