BTWM
Baker Tilly Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
7,315
-1,092
| -13% | -$174K | 0.42% | 47 |
|
|
2025
Q1 | $1.43M | Buy |
8,407
+118
| +1% | +$20.1K | 0.56% | 31 |
|
|
2024
Q4 | $1.39M | Buy |
8,289
+32
| +0.4% | +$5.37K | 0.55% | 38 |
|
|
2024
Q3 | $1.43M | Sell |
8,257
-418
| -5% | -$72.4K | 0.63% | 25 |
|
|
2024
Q2 | $1.43M | Sell |
8,675
-10,302
| -54% | -$1.7M | 0.59% | 29 |
|
|
2024
Q1 | $3.08M | Sell |
18,977
-683
| -3% | -$111K | 0.56% | 36 |
|
|
2023
Q4 | $2.88M | Sell |
19,660
-3,693
| -16% | -$541K | 0.47% | 38 |
|
|
2023
Q3 | $3.41M | Sell |
23,353
-15,829
| -40% | -$2.31M | 0.56% | 33 |
|
|
2023
Q2 | $5.95M | Buy |
39,182
+1,710
| +5% | +$259K | 0.62% | 33 |
|
|
2023
Q1 | $5.57M | Buy |
37,472
+3,031
| +9% | +$451K | 0.63% | 36 |
|
|
2022
Q4 | $5.22M | Buy |
34,441
+2,181
| +7% | +$331K | 0.64% | 31 |
|
|
2022
Q3 | $4.07M | Buy |
32,260
+171
| +0.5% | +$21.6K | 0.56% | 35 |
|
|
2022
Q2 | $4.61M | Buy |
32,089
+1,660
| +5% | +$239K | 0.61% | 35 |
|
|
2022
Q1 | $4.65M | Sell |
30,429
-1,380
| -4% | -$211K | 0.51% | 41 |
|
|
2021
Q4 | $5.2M | Buy |
31,809
+2,013
| +7% | +$329K | 0.56% | 37 |
|
|
2021
Q3 | $4.17M | Buy |
29,796
+2,885
| +11% | +$403K | 0.55% | 34 |
|
|
2021
Q2 | $3.63M | Buy |
26,911
+2,875
| +12% | +$388K | 0.59% | 34 |
|
|
2021
Q1 | $3.26M | Buy |
24,036
+10,029
| +72% | +$1.36M | 0.67% | 29 |
|
|
2020
Q4 | $1.95M | Buy |
+14,007
| New | +$1.95M | 0.6% | 42 |
|