Baron Silver Stevens Financial Advisors’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 | $1.61M | Buy |
10,130
+474
| +5% | +$75.5K | 0.26% | 50 |
|
|
2025
Q1 | $1.65M | Sell |
9,656
-1,093
| -10% | -$186K | 0.29% | 44 |
|
|
2024
Q4 | $1.8M | Buy |
10,749
+5,389
| +101% | +$903K | 0.31% | 41 |
|
|
2024
Q3 | $928K | Sell |
5,360
-96
| -2% | -$16.6K | 0.16% | 55 |
|
|
2024
Q2 | $900K | Sell |
5,456
-241
| -4% | -$39.7K | 0.17% | 54 |
|
|
2024
Q1 | $924K | Buy |
5,697
+241
| +4% | +$39.1K | 0.18% | 54 |
|
|
2023
Q4 | $800K | Buy |
5,456
+175
| +3% | +$25.6K | 0.17% | 53 |
|
|
2023
Q3 | $770K | Sell |
5,281
-70
| -1% | -$10.2K | 0.17% | 50 |
|
|
2023
Q2 | $812K | Buy |
5,351
+2,278
| +74% | +$346K | 0.18% | 46 |
|
|
2023
Q1 | $457K | Sell |
3,073
-99
| -3% | -$14.7K | 0.12% | 58 |
|
|
2022
Q4 | $481K | Buy |
+3,172
| New | +$481K | 0.12% | 53 |
|
|
2022
Q3 | – | Sell |
-3,653
| Closed | -$525K | – | 137 |
|
|
2022
Q2 | $525K | Buy |
3,653
+776
| +27% | +$112K | 0.14% | 52 |
|
|
2022
Q1 | $439K | Sell |
2,877
-184
| -6% | -$28.1K | 0.1% | 57 |
|
|
2021
Q4 | $500K | Buy |
3,061
+91
| +3% | +$14.9K | 0.12% | 52 |
|
|
2021
Q3 | $415K | Sell |
2,970
-165
| -5% | -$23.1K | 0.11% | 51 |
|
|
2021
Q2 | $423K | Buy |
3,135
+404
| +15% | +$54.5K | 0.11% | 52 |
|
|
2021
Q1 | $369K | Buy |
2,731
+19
| +0.7% | +$2.57K | 0.2% | 31 |
|
|
2020
Q4 | $377K | Buy |
+2,712
| New | +$377K | 0.13% | 47 |
|