Badgley Phelps Wealth Managers’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.6M | Buy |
210,665
+438
| +0.2% | +$69.8K | 0.74% | 34 |
|
2025
Q1 | $35.8M | Sell |
210,227
-33
| -0% | -$5.62K | 0.86% | 30 |
|
2024
Q4 | $35.3M | Buy |
210,260
+910
| +0.4% | +$153K | 0.82% | 33 |
|
2024
Q3 | $36.3M | Buy |
209,350
+3,824
| +2% | +$662K | 0.84% | 30 |
|
2024
Q2 | $33.9M | Sell |
205,526
-30,982
| -13% | -$5.11M | 0.84% | 32 |
|
2024
Q1 | $38.4M | Buy |
236,508
+6,358
| +3% | +$1.03M | 0.96% | 26 |
|
2023
Q4 | $33.7M | Buy |
230,150
+11,014
| +5% | +$1.61M | 0.92% | 33 |
|
2023
Q3 | $32M | Buy |
219,136
+8,165
| +4% | +$1.19M | 1.09% | 25 |
|
2023
Q2 | $32M | Buy |
210,971
+7,586
| +4% | +$1.15M | 1.06% | 28 |
|
2023
Q1 | $30.2M | Buy |
203,385
+3,906
| +2% | +$581K | 1.11% | 26 |
|
2022
Q4 | $30.2M | Sell |
199,479
-1,728
| -0.9% | -$262K | 1.21% | 24 |
|
2022
Q3 | $25.4M | Buy |
201,207
+5,516
| +3% | +$696K | 1.09% | 25 |
|
2022
Q2 | $28.1M | Buy |
195,691
+31,464
| +19% | +$4.52M | 1.16% | 22 |
|
2022
Q1 | $25.1M | Buy |
164,227
+49,016
| +43% | +$7.49M | 0.87% | 34 |
|
2021
Q4 | $18.8M | Buy |
115,211
+6,055
| +6% | +$990K | 0.61% | 57 |
|
2021
Q3 | $15.3M | Buy |
+109,156
| New | +$15.3M | 0.55% | 62 |
|