Bard Financial Services’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 | $11.1M | Sell |
69,711
-75
| -0.1% | -$11.9K | 1.33% | 17 |
|
|
2025
Q1 | $11.9M | Sell |
69,786
-425
| -0.6% | -$72.4K | 1.45% | 14 |
|
|
2024
Q4 | $11.8M | Sell |
70,211
-275
| -0.4% | -$46.1K | 1.41% | 13 |
|
|
2024
Q3 | $12.2M | Sell |
70,486
-4,625
| -6% | -$801K | 1.44% | 13 |
|
|
2024
Q2 | $12.4M | Hold |
75,111
| – | – | 1.28% | 17 |
|
|
2024
Q1 | $12.2M | Buy |
75,111
+45
| +0.1% | +$7.3K | 1.29% | 18 |
|
|
2023
Q4 | $11M | Buy |
75,066
+1,295
| +2% | +$190K | 1.23% | 16 |
|
|
2023
Q3 | $10.8M | Buy |
73,771
+750
| +1% | +$109K | 1.33% | 19 |
|
|
2023
Q2 | $11.1M | Sell |
73,021
-1,735
| -2% | -$263K | 0.84% | 26 |
|
|
2023
Q1 | $11.1M | Sell |
74,756
-675
| -0.9% | -$100K | 0.89% | 28 |
|
|
2022
Q4 | $11.4M | Sell |
75,431
-210
| -0.3% | -$31.8K | 0.97% | 27 |
|
|
2022
Q3 | $9.55M | Buy |
75,641
+550
| +0.7% | +$69.4K | 0.9% | 27 |
|
|
2022
Q2 | $10.8M | Sell |
75,091
-200
| -0.3% | -$28.8K | 0.99% | 25 |
|
|
2022
Q1 | $11.5M | Buy |
75,291
+11
| +0% | +$1.68K | 0.94% | 25 |
|
|
2021
Q4 | $12.3M | Buy |
75,280
+586
| +0.8% | +$95.9K | 0.99% | 22 |
|
|
2021
Q3 | $10.4M | Sell |
74,694
-739
| -1% | -$103K | 0.92% | 24 |
|
|
2021
Q2 | $10.2M | Buy |
75,433
+12
| +0% | +$1.62K | 0.91% | 26 |
|
|
2021
Q1 | $10.2M | Sell |
75,421
-2,639
| -3% | -$357K | 0.99% | 25 |
|
|
2020
Q4 | $10.9M | Buy |
+78,060
| New | +$10.9M | 1.09% | 24 |
|