Baron Wealth Management’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 | $952K | Sell |
5,978
-119
| -2% | -$19K | 0.34% | 35 |
|
|
2025
Q1 | $1.04M | Sell |
6,097
-195
| -3% | -$33.2K | 0.46% | 24 |
|
|
2024
Q4 | $1.05M | Buy |
6,292
+270
| +4% | +$45.3K | 0.5% | 24 |
|
|
2024
Q3 | $1.04M | Buy |
6,022
+116
| +2% | +$20.1K | 0.5% | 21 |
|
|
2024
Q2 | $974K | Sell |
5,906
-227
| -4% | -$37.4K | 0.5% | 22 |
|
|
2024
Q1 | $995K | Buy |
6,133
+11
| +0.2% | +$1.79K | 0.53% | 24 |
|
|
2023
Q4 | $897K | Buy |
6,122
+83
| +1% | +$12.2K | 0.49% | 24 |
|
|
2023
Q3 | $881K | Buy |
6,039
+44
| +0.7% | +$6.42K | 0.56% | 21 |
|
|
2023
Q2 | $910K | Buy |
5,995
+33
| +0.6% | +$5.01K | 0.58% | 22 |
|
|
2023
Q1 | $886K | Buy |
5,962
+60
| +1% | +$8.92K | 0.63% | 21 |
|
|
2022
Q4 | $894K | Buy |
+5,902
| New | +$894K | 0.69% | 18 |
|