Baron Financial Group’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,351
| Closed | -$219K | – | 51 |
|
|
2024
Q1 | $219K | Buy |
+1,351
| New | +$219K | 0.14% | 49 |
|
|
2023
Q3 | – | Sell |
-1,351
| Closed | -$205K | – | 53 |
|
|
2023
Q2 | $205K | Hold |
1,351
| – | – | 0.13% | 51 |
|
|
2023
Q1 | $201K | Buy |
+1,351
| New | +$201K | 0.13% | 54 |
|
|
2022
Q3 | – | Sell |
-1,251
| Closed | -$180K | – | 154 |
|
|
2022
Q2 | $180K | Hold |
1,251
| – | – | 0.12% | 48 |
|
|
2022
Q1 | $191K | Hold |
1,251
| – | – | 0.11% | 49 |
|
|
2021
Q4 | $205K | Hold |
1,251
| – | – | 0.12% | 48 |
|
|
2021
Q3 | $175K | Hold |
1,251
| – | – | 0.11% | 48 |
|
|
2021
Q2 | $169K | Hold |
1,251
| – | – | 0.11% | 48 |
|
|
2021
Q1 | $169K | Buy |
1,251
+405
| +48% | +$54.8K | 0.12% | 49 |
|
|
2020
Q4 | $118K | Sell |
846
-78
| -8% | -$10.9K | 0.09% | 58 |
|
|
2020
Q3 | $128K | Buy |
+924
| New | +$128K | 0.12% | 54 |
|