BRWA
B. Riley Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
+77,902
| New | +$12.4M | 0.58% | 29 |
|
|
2024
Q4 | $29.4M | Buy |
175,168
+28,798
| +20% | +$4.83M | 0.96% | 10 |
|
|
2024
Q3 | $25.1M | Sell |
146,370
-82,226
| -36% | -$14.1M | 0.7% | 17 |
|
|
2024
Q2 | $37.7M | Buy |
228,596
+65,207
| +40% | +$10.8M | 0.96% | 10 |
|
|
2024
Q1 | $23.8M | Sell |
163,389
-20,519
| -11% | -$2.99M | 0.64% | 25 |
|
|
2023
Q4 | $26.9M | Buy |
183,908
+20,519
| +13% | +$3.01M | 0.73% | 17 |
|
|
2023
Q3 | $23.8M | Sell |
163,389
-344
| -0.2% | -$50.2K | 0.64% | 25 |
|
|
2023
Q2 | $24.8M | Sell |
163,733
-16,196
| -9% | -$2.46M | 0.56% | 30 |
|
|
2023
Q1 | $26.8M | Buy |
179,929
+46,608
| +35% | +$6.93M | 0.71% | 18 |
|
|
2022
Q4 | $20.2M | Sell |
133,321
-75
| -0.1% | -$11.4K | 0.57% | 32 |
|
|
2022
Q3 | $16.8M | Buy |
133,396
+42,662
| +47% | +$5.39M | 0.51% | 36 |
|
|
2022
Q2 | $13M | Sell |
90,734
-33,746
| -27% | -$4.85M | 0.55% | 33 |
|
|
2022
Q1 | $19M | Sell |
124,480
-4,114
| -3% | -$629K | 0.62% | 23 |
|
|
2021
Q4 | $21M | Sell |
128,594
-2,280
| -2% | -$373K | 0.61% | 21 |
|
|
2021
Q3 | $18.3M | Buy |
130,874
+5,749
| +5% | +$803K | 0.58% | 25 |
|
|
2021
Q2 | $16.9M | Buy |
125,125
+398
| +0.3% | +$53.7K | 0.55% | 27 |
|
|
2021
Q1 | $16.9M | Buy |
124,727
+79,504
| +176% | +$10.8M | 0.6% | 27 |
|
|
2020
Q4 | $6.29M | Sell |
45,223
-18,299
| -29% | -$2.55M | 0.34% | 69 |
|
|
2020
Q3 | $8.59M | Buy |
63,522
+13,139
| +26% | +$1.78M | 0.46% | 51 |
|
|
2020
Q2 | $6.03M | Buy |
50,383
+2,493
| +5% | +$298K | 0.4% | 61 |
|
|
2020
Q1 | $5.27M | Buy |
47,890
+7,479
| +19% | +$823K | 0.45% | 48 |
|
|
2019
Q4 | $5.05M | Sell |
40,411
-286
| -0.7% | -$35.7K | 0.43% | 50 |
|
|
2019
Q3 | $5.06M | Buy |
40,697
+2,197
| +6% | +$273K | 0.5% | 39 |
|
|
2019
Q2 | $4.22M | Buy |
38,500
+2,211
| +6% | +$243K | 0.46% | 42 |
|
|
2019
Q1 | $3.78M | Buy |
36,289
+363
| +1% | +$37.8K | 0.47% | 45 |
|
|
2018
Q4 | $3.3M | Sell |
35,926
-240
| -0.7% | -$22.1K | 0.47% | 47 |
|
|
2018
Q3 | $3.01M | Buy |
36,166
+3,083
| +9% | +$257K | 0.36% | 60 |
|
|
2018
Q2 | $2.58M | Buy |
33,083
+1,644
| +5% | +$128K | 0.34% | 61 |
|
|
2018
Q1 | $2.49M | Sell |
31,439
-3,760
| -11% | -$298K | 0.35% | 69 |
|
|
2017
Q4 | $3.24M | Buy |
35,199
+440
| +1% | +$40.5K | 0.44% | 53 |
|
|
2017
Q3 | $3.16M | Sell |
34,759
-389
| -1% | -$35.4K | 0.53% | 42 |
|
|
2017
Q2 | $3.07M | Buy |
35,148
+643
| +2% | +$56.1K | 0.56% | 41 |
|
|
2017
Q1 | $3.1M | Sell |
34,505
-10,165
| -23% | -$914K | 0.62% | 37 |
|
|
2016
Q4 | $3.76M | Sell |
44,670
-7,528
| -14% | -$633K | 0.76% | 28 |
|
|
2016
Q3 | $3.8M | Sell |
52,198
-14,428
| -22% | -$1.05M | 0.75% | 18 |
|
|
2016
Q2 | $4.81M | Buy |
66,626
+1,974
| +3% | +$142K | 0.96% | 10 |
|
|
2016
Q1 | $4.48M | Sell |
64,652
-2,414
| -4% | -$167K | 1.04% | 8 |
|
|
2015
Q4 | $5.33M | Sell |
67,066
-9,845
| -13% | -$782K | 1.08% | 10 |
|
|
2015
Q3 | $5.53M | Buy |
76,911
+3,117
| +4% | +$224K | 1.33% | 4 |
|
|
2015
Q2 | $5.78M | Sell |
73,794
-2,065
| -3% | -$162K | 1.44% | 5 |
|
|
2015
Q1 | $6.22M | Sell |
75,859
-11,750
| -13% | -$963K | 1.51% | 4 |
|
|
2014
Q4 | $55.1K | Buy |
87,609
+21,695
| +33% | +$13.7K | 1.18% | 4 |
|
|
2014
Q3 | $5.52M | Sell |
65,914
-13,940
| -17% | -$1.17M | 1.44% | 2 |
|
|
2014
Q2 | $3.97M | Buy |
79,854
+50,569
| +173% | +$2.51M | 0.93% | 9 |
|
|
2014
Q1 | $2.36M | Buy |
29,285
+1,417
| +5% | +$114K | 0.71% | 24 |
|
|
2013
Q4 | $2.27M | Sell |
27,868
-292
| -1% | -$23.8K | 0.72% | 22 |
|
|
2013
Q3 | $2.13M | Sell |
28,160
-316
| -1% | -$23.9K | 0.73% | 21 |
|
|
2013
Q2 | $2.19M | Buy |
+28,476
| New | +$2.19M | 0.74% | 21 |
|