BPFA
Barnes Pettey Financial Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Hold |
5,988
| – | – | 0.64% | 37 |
|
|
2025
Q1 | $1.02M | Hold |
5,988
| – | – | 0.79% | 30 |
|
|
2024
Q4 | $1M | Sell |
5,988
-40
| -0.7% | -$6.71K | 0.77% | 30 |
|
|
2024
Q3 | $1.04M | Hold |
6,028
| – | – | 0.83% | 27 |
|
|
2024
Q2 | $994K | Sell |
6,028
-374
| -6% | -$61.7K | 0.86% | 26 |
|
|
2024
Q1 | $1.04M | Hold |
6,402
| – | – | 0.9% | 26 |
|
|
2023
Q4 | $938K | Sell |
6,402
-100
| -2% | -$14.7K | 0.76% | 29 |
|
|
2023
Q3 | $948K | Hold |
6,502
| – | – | 0.87% | 27 |
|
|
2023
Q2 | $987K | Hold |
6,502
| – | – | 0.85% | 27 |
|
|
2023
Q1 | $967K | Buy |
6,502
+80
| +1% | +$11.9K | 0.92% | 26 |
|
|
2022
Q4 | $973K | Sell |
6,422
-1,947
| -23% | -$295K | 1% | 26 |
|
|
2022
Q3 | $1.06M | Buy |
8,369
+87
| +1% | +$11K | 1.44% | 18 |
|
|
2022
Q2 | $1.19M | Buy |
8,282
+1,035
| +14% | +$149K | 1.54% | 16 |
|
|
2022
Q1 | $1.11M | Hold |
7,247
| – | – | 1.34% | 20 |
|
|
2021
Q4 | $1.19M | Buy |
+7,247
| New | +$1.19M | 1.36% | 17 |
|