Baldwin Wealth Partners’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 | $8.03M | Sell |
50,428
-1,841
| -4% | -$293K | 0.55% | 52 |
|
|
2025
Q1 | $8.91M | Sell |
52,269
-1,262
| -2% | -$215K | 0.62% | 49 |
|
|
2024
Q4 | $8.97M | Sell |
53,531
-3,518
| -6% | -$590K | 0.62% | 48 |
|
|
2024
Q3 | $9.88M | Buy |
57,049
+991
| +2% | +$172K | 0.67% | 43 |
|
|
2024
Q2 | $9.25M | Sell |
56,058
-2,476
| -4% | -$408K | 0.72% | 40 |
|
|
2024
Q1 | $9.5M | Sell |
58,534
-2,251
| -4% | -$365K | 0.72% | 45 |
|
|
2023
Q4 | $8.91M | Sell |
60,785
-3,266
| -5% | -$479K | 0.7% | 47 |
|
|
2023
Q3 | $9.34M | Sell |
64,051
-2,275
| -3% | -$332K | 0.8% | 43 |
|
|
2023
Q2 | $10.1M | Sell |
66,326
-330
| -0.5% | -$50.1K | 0.83% | 43 |
|
|
2023
Q1 | $9.91M | Sell |
66,656
-16
| -0% | -$2.38K | 0.86% | 42 |
|
|
2022
Q4 | $10.1M | Buy |
66,672
+59,995
| +899% | +$9.09M | 0.92% | 36 |
|
|
2022
Q3 | $843K | Buy |
6,677
+10
| +0.1% | +$1.26K | 0.12% | 76 |
|
|
2022
Q2 | $959K | Hold |
6,667
| – | – | 0.12% | 74 |
|
|
2022
Q1 | $1.02M | Buy |
6,667
+100
| +2% | +$15.3K | 0.11% | 77 |
|
|
2021
Q4 | $1.07M | Hold |
6,567
| – | – | 0.11% | 75 |
|
|
2021
Q3 | $918K | Hold |
6,567
| – | – | 0.1% | 73 |
|
|
2021
Q2 | $886K | Buy |
6,567
+90
| +1% | +$12.1K | 0.1% | 78 |
|
|
2021
Q1 | $877K | Buy |
6,477
+21
| +0.3% | +$2.84K | 0.1% | 75 |
|
|
2020
Q4 | $898K | Hold |
6,456
| – | – | 0.11% | 74 |
|
|
2020
Q3 | $897K | Hold |
6,456
| – | – | 0.12% | 78 |
|
|
2020
Q2 | $772K | Hold |
6,456
| – | – | 0.11% | 81 |
|
|
2020
Q1 | $710K | Buy |
6,456
+325
| +5% | +$35.7K | 0.12% | 80 |
|
|
2019
Q4 | $766K | Hold |
6,131
| – | – | 0.11% | 88 |
|
|
2019
Q3 | $763K | Hold |
6,131
| – | – | 0.11% | 85 |
|
|
2019
Q2 | $672K | Sell |
6,131
-133
| -2% | -$14.6K | 0.1% | 102 |
|
|
2019
Q1 | $652K | Buy |
6,264
+1,204
| +24% | +$125K | 0.1% | 106 |
|
|
2018
Q4 | $465K | Buy |
5,060
+419
| +9% | +$38.5K | 0.08% | 121 |
|
|
2018
Q3 | $386K | Sell |
4,641
-168
| -3% | -$14K | 0.05% | 151 |
|
|
2018
Q2 | $375K | Buy |
4,809
+150
| +3% | +$11.7K | 0.06% | 149 |
|
|
2018
Q1 | $369K | Sell |
4,659
-116
| -2% | -$9.19K | 0.06% | 148 |
|
|
2017
Q4 | $439K | Sell |
4,775
-388
| -8% | -$35.7K | 0.07% | 138 |
|
|
2017
Q3 | $470K | Sell |
5,163
-512
| -9% | -$46.6K | 0.08% | 127 |
|
|
2017
Q2 | $495K | Sell |
5,675
-7,520
| -57% | -$656K | 0.08% | 125 |
|
|
2017
Q1 | $1.19M | Sell |
13,195
-1,776
| -12% | -$160K | 0.2% | 80 |
|
|
2016
Q4 | $1.26M | Hold |
14,971
| – | – | 0.23% | 67 |
|
|
2016
Q3 | $1.34M | Sell |
14,971
-2,959
| -17% | -$266K | 0.24% | 67 |
|
|
2016
Q2 | $1.52M | Buy |
17,930
+390
| +2% | +$33K | 0.31% | 54 |
|
|
2016
Q1 | $1.44M | Buy |
17,540
+1,631
| +10% | +$134K | 0.26% | 82 |
|
|
2015
Q4 | $1.26M | Buy |
15,909
+614
| +4% | +$48.7K | 0.21% | 104 |
|
|
2015
Q3 | $1.1M | Buy |
15,295
+1,814
| +13% | +$130K | 0.19% | 113 |
|
|
2015
Q2 | $1.06M | Sell |
13,481
-14,083
| -51% | -$1.1M | 0.16% | 123 |
|
|
2015
Q1 | $2.26M | Buy |
27,564
+1,160
| +4% | +$95.1K | 0.33% | 71 |
|
|
2014
Q4 | $2.41M | Sell |
26,404
-199
| -0.7% | -$18.1K | 0.35% | 68 |
|
|
2014
Q3 | $2.23M | Sell |
26,603
-3,235
| -11% | -$271K | 0.32% | 71 |
|
|
2014
Q2 | $2.35M | Sell |
29,838
-59
| -0.2% | -$4.64K | 0.35% | 67 |
|
|
2014
Q1 | $2.41M | Sell |
29,897
-1,550
| -5% | -$125K | 0.39% | 63 |
|
|
2013
Q4 | $2.56M | Sell |
31,447
-2,850
| -8% | -$232K | 0.41% | 65 |
|
|
2013
Q3 | $2.59M | Sell |
34,297
-1,260
| -4% | -$95.3K | 0.47% | 57 |
|
|
2013
Q2 | $2.74M | Buy |
+35,557
| New | +$2.74M | 0.54% | 56 |
|