YWP
YorkBridge Wealth Partners’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.08M | Sell |
26,944
-678
| -2% | -$103K | 1.04% | 22 |
|
|
2022
Q3 | $3.49M | Buy |
27,622
+1,408
| +5% | +$178K | 0.9% | 26 |
|
|
2022
Q2 | $3.77M | Buy |
26,214
+401
| +2% | +$57.7K | 0.99% | 21 |
|
|
2022
Q1 | $3.94M | Buy |
25,813
+347
| +1% | +$53K | 0.87% | 28 |
|
|
2021
Q4 | $4.17M | Sell |
25,466
-463
| -2% | -$75.7K | 0.93% | 27 |
|
|
2021
Q3 | $3.63M | Sell |
25,929
-138
| -0.5% | -$19.3K | 0.91% | 30 |
|
|
2021
Q2 | $3.52M | Buy |
26,067
+748
| +3% | +$101K | 0.92% | 29 |
|
|
2021
Q1 | $3.43M | Buy |
25,319
+1,720
| +7% | +$233K | 1.01% | 26 |
|
|
2020
Q4 | $3.28M | Buy |
23,599
+309
| +1% | +$43K | 1.1% | 23 |
|
|
2020
Q3 | $3.24M | Buy |
23,290
+1,472
| +7% | +$205K | 1.36% | 20 |
|
|
2020
Q2 | $2.61M | Buy |
21,818
+92
| +0.4% | +$11K | 1.19% | 22 |
|
|
2020
Q1 | $2.39M | Sell |
21,726
-415
| -2% | -$45.7K | 1.47% | 17 |
|
|
2019
Q4 | $2.77M | Sell |
22,141
-1,092
| -5% | -$136K | 1.27% | 20 |
|
|
2019
Q3 | $2.89M | Sell |
23,233
-1,808
| -7% | -$225K | 1.46% | 15 |
|
|
2019
Q2 | $2.75M | Buy |
25,041
+112
| +0.4% | +$12.3K | 1.22% | 15 |
|
|
2019
Q1 | $2.59M | Sell |
24,929
-1,157
| -4% | -$120K | 1.2% | 13 |
|
|
2018
Q4 | $2.4M | Sell |
26,086
-547
| -2% | -$50.3K | 1.27% | 12 |
|
|
2018
Q3 | $2.23M | Sell |
26,633
-652
| -2% | -$54.5K | 1.02% | 20 |
|
|
2018
Q2 | $2.13M | Buy |
27,285
+798
| +3% | +$62.3K | 0.93% | 22 |
|
|
2018
Q1 | $2.06M | Buy |
26,487
+416
| +2% | +$32.4K | 0.95% | 22 |
|
|
2017
Q4 | $2.11M | Buy |
26,071
+1,585
| +6% | +$128K | 1.02% | 19 |
|
|
2017
Q3 | $2.23M | Buy |
24,486
+866
| +4% | +$78.8K | 1.16% | 17 |
|
|
2017
Q2 | $2.07M | Buy |
23,620
+633
| +3% | +$55.5K | 1.1% | 17 |
|
|
2017
Q1 | $1.98M | Buy |
22,987
+1,377
| +6% | +$119K | 1.04% | 20 |
|
|
2016
Q4 | $1.8M | Buy |
+21,610
| New | +$1.8M | 1.07% | 21 |
|