BWFA
Baltimore-Washington Financial Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
3,187
+358
| +13% | +$57K | 0.02% | 110 |
|
|
2025
Q1 | $482K | Sell |
2,829
-63
| -2% | -$10.7K | 0.03% | 103 |
|
|
2024
Q4 | $485K | Buy |
2,892
+57
| +2% | +$9.56K | 0.02% | 104 |
|
|
2024
Q3 | $491K | Sell |
2,835
-56
| -2% | -$9.7K | 0.03% | 105 |
|
|
2024
Q2 | $477K | Buy |
2,891
+221
| +8% | +$36.4K | 0.03% | 104 |
|
|
2024
Q1 | $433K | Sell |
2,670
-105
| -4% | -$17K | 0.03% | 104 |
|
|
2023
Q4 | $407K | Sell |
2,775
-35
| -1% | -$5.13K | 0.03% | 110 |
|
|
2023
Q3 | $410K | Buy |
2,810
+253
| +10% | +$36.9K | 0.03% | 111 |
|
|
2023
Q2 | $388K | Buy |
2,557
+385
| +18% | +$58.4K | 0.03% | 110 |
|
|
2023
Q1 | $323K | Sell |
2,172
-463
| -18% | -$68.8K | 0.03% | 114 |
|
|
2022
Q4 | $399K | Buy |
2,635
+419
| +19% | +$63.5K | 0.04% | 110 |
|
|
2022
Q3 | $279K | Buy |
2,216
+47
| +2% | +$5.92K | 0.02% | 130 |
|
|
2022
Q2 | $311K | Buy |
2,169
+298
| +16% | +$42.7K | 0.03% | 104 |
|
|
2022
Q1 | $253K | Sell |
1,871
-280
| -13% | -$37.9K | 0.02% | 133 |
|
|
2021
Q4 | $351K | Buy |
2,151
+442
| +26% | +$72.1K | 0.03% | 106 |
|
|
2021
Q3 | $238K | Sell |
1,709
-233
| -12% | -$32.4K | 0.02% | 120 |
|
|
2021
Q2 | $262K | Sell |
1,942
-53
| -3% | -$7.15K | 0.02% | 112 |
|
|
2021
Q1 | $270K | Sell |
1,995
-46
| -2% | -$6.23K | 0.03% | 110 |
|
|
2020
Q4 | $283K | Sell |
2,041
-49
| -2% | -$6.79K | 0.03% | 106 |
|
|
2020
Q3 | $290K | Sell |
2,090
-352
| -14% | -$48.8K | 0.04% | 97 |
|
|
2020
Q2 | $292K | Sell |
2,442
-172
| -7% | -$20.6K | 0.04% | 102 |
|
|
2020
Q1 | $287K | Buy |
2,614
+879
| +51% | +$96.5K | 0.05% | 100 |
|
|
2019
Q4 | $216K | Buy |
1,735
+1
| +0.1% | +$124 | 0.03% | 111 |
|
|
2019
Q3 | $215K | Sell |
1,734
-200
| -10% | -$24.8K | 0.04% | 108 |
|
|
2019
Q2 | $212K | Sell |
1,934
-284
| -13% | -$31.1K | 0.04% | 104 |
|
|
2019
Q1 | $225K | Sell |
2,218
-50
| -2% | -$5.07K | 0.04% | 101 |
|
|
2018
Q4 | $208K | Sell |
2,268
-194
| -8% | -$17.8K | 0.04% | 94 |
|
|
2018
Q3 | $204K | Sell |
2,462
-1,481
| -38% | -$123K | 0.04% | 96 |
|
|
2018
Q2 | $308K | Buy |
3,943
+201
| +5% | +$15.7K | 0.06% | 77 |
|
|
2018
Q1 | $296K | Buy |
3,742
+948
| +34% | +$75K | 0.06% | 73 |
|
|
2017
Q4 | $256K | Buy |
+2,794
| New | +$256K | 0.05% | 75 |
|
|
2015
Q4 | – | Sell |
-5,564
| Closed | -$400K | – | 209 |
|
|
2015
Q3 | $400K | Buy |
5,564
+147
| +3% | +$10.6K | 0.13% | 86 |
|
|
2015
Q2 | $423K | Hold |
5,417
| – | – | 0.13% | 88 |
|
|
2015
Q1 | $444K | Sell |
5,417
-6
| -0.1% | -$492 | 0.13% | 89 |
|
|
2014
Q4 | $494K | Hold |
5,423
| – | – | 0.15% | 85 |
|
|
2014
Q3 | $454K | Sell |
5,423
-994
| -15% | -$83.2K | 0.15% | 86 |
|
|
2014
Q2 | $504K | Buy |
6,417
+1,000
| +18% | +$78.5K | 0.16% | 85 |
|
|
2014
Q1 | $437K | Sell |
5,417
-4,356
| -45% | -$351K | 0.15% | 82 |
|
|
2013
Q4 | $796K | Buy |
9,773
+6,766
| +225% | +$551K | 0.27% | 79 |
|
|
2013
Q3 | $227K | Buy |
3,007
+1,000
| +50% | +$75.5K | 0.09% | 86 |
|
|
2013
Q2 | $155K | Buy |
+2,007
| New | +$155K | 0.07% | 89 |
|