BFA
Beacon Financial Advisory’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
3,413
+312
| +10% | +$49.7K | 0.14% | 188 |
|
|
2025
Q1 | $528K | Buy |
3,101
+242
| +8% | +$41.2K | 0.16% | 162 |
|
|
2024
Q4 | $479K | Buy |
2,859
+211
| +8% | +$35.4K | 0.16% | 167 |
|
|
2024
Q3 | $459K | Buy |
2,648
+59
| +2% | +$10.2K | 0.16% | 170 |
|
|
2024
Q2 | $427K | Buy |
2,589
+56
| +2% | +$9.23K | 0.16% | 163 |
|
|
2024
Q1 | $411K | Sell |
2,533
-9,804
| -79% | -$1.59M | 0.2% | 140 |
|
|
2023
Q4 | $1.81M | Sell |
12,337
-40
| -0.3% | -$5.86K | 0.87% | 23 |
|
|
2023
Q3 | $1.81M | Buy |
12,377
+49
| +0.4% | +$7.15K | 1% | 21 |
|
|
2023
Q2 | $1.87M | Buy |
12,328
+240
| +2% | +$36.4K | 1.07% | 16 |
|
|
2023
Q1 | $1.8M | Buy |
12,088
+3
| +0% | +$446 | 1.14% | 16 |
|
|
2022
Q4 | $1.83M | Sell |
12,085
-248
| -2% | -$37.6K | 1.31% | 16 |
|
|
2022
Q3 | $1.56M | Sell |
12,333
-1,791
| -13% | -$226K | 1.11% | 22 |
|
|
2022
Q2 | $2.03M | Sell |
14,124
-393
| -3% | -$56.5K | 1.16% | 16 |
|
|
2022
Q1 | $2.22M | Buy |
14,517
+46
| +0.3% | +$7.03K | 1.06% | 20 |
|
|
2021
Q4 | $2.37M | Buy |
14,471
+118
| +0.8% | +$19.3K | 1.09% | 18 |
|
|
2021
Q3 | $2.01M | Buy |
14,353
+21
| +0.1% | +$2.94K | 1.04% | 21 |
|
|
2021
Q2 | $1.93M | Sell |
14,332
-521
| -4% | -$70.3K | 1.04% | 21 |
|
|
2021
Q1 | $2.01M | Buy |
14,853
+1,542
| +12% | +$209K | 1.15% | 18 |
|
|
2020
Q4 | $1.85M | Buy |
13,311
+9,208
| +224% | +$1.28M | 1.2% | 19 |
|
|
2020
Q3 | $570K | Buy |
4,103
+274
| +7% | +$38.1K | 0.5% | 61 |
|
|
2020
Q2 | $457K | Hold |
3,829
| – | – | 0.5% | 59 |
|
|
2020
Q1 | $421K | Sell |
3,829
-602
| -14% | -$66.2K | 0.54% | 61 |
|
|
2019
Q4 | $553K | Buy |
+4,431
| New | +$553K | 0.47% | 60 |
|