Wunderlich Capital Managemnt’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.7K | Sell |
65
-201
| -76% | -$33.2K | ﹤0.01% | 99 |
|
|
2024
Q1 | $43.2K | Hold |
266
| – | – | 0.02% | 95 |
|
|
2023
Q4 | $39K | Hold |
266
| – | – | 0.02% | 96 |
|
|
2023
Q3 | $38.8K | Hold |
266
| – | – | 0.02% | 87 |
|
|
2023
Q2 | $40K | Buy |
+266
| New | +$40K | 0.02% | 86 |
|
|
2022
Q2 | – | Sell |
-1,607
| Closed | -$246K | – | 91 |
|
|
2022
Q1 | $246K | Sell |
1,607
-60
| -4% | -$9.19K | 0.12% | 85 |
|
|
2021
Q4 | $273K | Buy |
1,667
+321
| +24% | +$52.6K | 0.12% | 87 |
|
|
2021
Q3 | $188K | Buy |
+1,346
| New | +$188K | 0.09% | 87 |
|