BWM
BCS Wealth Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4M | Buy |
96,853
+86,264
| +815% | +$13.7M | 3.32% | 3 |
|
|
2025
Q1 | $1.81M | Sell |
10,589
-610
| -5% | -$104K | 0.46% | 54 |
|
|
2024
Q4 | $1.88M | Buy |
+11,199
| New | +$1.88M | 0.47% | 55 |
|
|
2024
Q2 | – | Sell |
-10,638
| Closed | -$1.73M | – | 200 |
|
|
2024
Q1 | $1.73M | Buy |
10,638
+4,247
| +66% | +$689K | 0.55% | 50 |
|
|
2023
Q4 | $936K | Sell |
6,391
-71
| -1% | -$10.4K | 0.34% | 73 |
|
|
2023
Q3 | $942K | Buy |
+6,462
| New | +$942K | 0.39% | 63 |
|
|
2023
Q2 | – | Sell |
-86,278
| Closed | -$12.8M | – | 148 |
|
|
2023
Q1 | $12.8M | Buy |
86,278
+79,957
| +1,265% | +$11.9M | 5.8% | 2 |
|
|
2022
Q4 | $958K | Hold |
6,321
| – | – | 0.4% | 66 |
|
|
2022
Q3 | $798K | Sell |
6,321
-86,754
| -93% | -$11M | 0.38% | 70 |
|
|
2022
Q2 | $13.4M | Buy |
93,075
+86,768
| +1,376% | +$12.5M | 5.95% | 2 |
|
|
2022
Q1 | $964K | Sell |
6,307
-87,255
| -93% | -$13.3M | 0.4% | 62 |
|
|
2021
Q4 | $15.3M | Buy |
93,562
+87,367
| +1,410% | +$14.3M | 5.49% | 3 |
|
|
2021
Q3 | $866K | Sell |
6,195
-690
| -10% | -$96.5K | 0.37% | 62 |
|
|
2021
Q2 | $929K | Buy |
6,885
+602
| +10% | +$81.2K | 0.49% | 48 |
|
|
2021
Q1 | $851K | Sell |
6,283
-8
| -0.1% | -$1.08K | 0.4% | 54 |
|
|
2020
Q4 | $875K | Sell |
6,291
-303
| -5% | -$42.1K | 0.45% | 50 |
|
|
2020
Q3 | $916K | Sell |
6,594
-61
| -0.9% | -$8.47K | 0.52% | 42 |
|
|
2020
Q2 | $796K | Hold |
6,655
| – | – | 0.48% | 48 |
|
|
2020
Q1 | $732K | Buy |
6,655
+4,161
| +167% | +$458K | 0.51% | 41 |
|
|
2019
Q4 | $311K | Buy |
+2,494
| New | +$311K | 0.21% | 79 |
|