WT Wealth Management’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,732
| Closed | -$1.23M | – | 103 |
|
|
2022
Q3 | $1.23M | Buy |
9,732
+322
| +3% | +$40.7K | 0.62% | 48 |
|
|
2022
Q2 | $1.35M | Buy |
9,410
+7,898
| +522% | +$1.14M | 0.67% | 49 |
|
|
2022
Q1 | $231K | Hold |
1,512
| – | – | 0.09% | 112 |
|
|
2021
Q4 | $247K | Hold |
1,512
| – | – | 0.09% | 112 |
|
|
2021
Q3 | $211K | Hold |
1,512
| – | – | 0.08% | 117 |
|
|
2021
Q2 | $204K | Sell |
1,512
-80
| -5% | -$10.8K | 0.08% | 121 |
|
|
2021
Q1 | $216K | Sell |
1,592
-139
| -8% | -$18.9K | 0.1% | 118 |
|
|
2020
Q4 | $240K | Sell |
1,731
-333
| -16% | -$46.2K | 0.13% | 106 |
|
|
2020
Q3 | $286K | Buy |
2,064
+117
| +6% | +$16.2K | 0.19% | 90 |
|
|
2020
Q2 | $232K | Buy |
+1,947
| New | +$232K | 0.19% | 81 |
|
|
2019
Q4 | – | Sell |
-1,610
| Closed | -$200K | – | 93 |
|
|
2019
Q3 | $200K | Buy |
+1,610
| New | +$200K | 0.17% | 82 |
|