BFG
Beacon Financial Group’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
9,269
-130
| -1% | -$20.7K | 0.15% | 138 |
|
|
2025
Q1 | $1.6M | Buy |
9,399
+94
| +1% | +$16K | 0.17% | 127 |
|
|
2024
Q4 | $1.56M | Buy |
9,305
+224
| +2% | +$37.6K | 0.17% | 131 |
|
|
2024
Q3 | $1.57M | Buy |
9,081
+131
| +1% | +$22.7K | 0.17% | 135 |
|
|
2024
Q2 | $1.48M | Buy |
8,950
+133
| +2% | +$21.9K | 0.17% | 131 |
|
|
2024
Q1 | $1.43M | Sell |
8,817
-405
| -4% | -$65.7K | 0.16% | 133 |
|
|
2023
Q4 | $1.35M | Sell |
9,222
-111
| -1% | -$16.3K | 0.16% | 133 |
|
|
2023
Q3 | $1.44M | Sell |
9,333
-323
| -3% | -$49.9K | 0.2% | 113 |
|
|
2023
Q2 | $1.44M | Sell |
9,656
-250
| -3% | -$37.3K | 0.2% | 114 |
|
|
2023
Q1 | $1.5M | Sell |
9,906
-152
| -2% | -$22.9K | 0.21% | 111 |
|
|
2022
Q4 | $1.52M | Sell |
10,058
-7
| -0.1% | -$1.06K | 0.21% | 110 |
|
|
2022
Q3 | $1.3M | Buy |
10,065
+1
| +0% | +$129 | 0.2% | 109 |
|
|
2022
Q2 | $1.45M | Buy |
10,064
+2
| +0% | +$288 | 0.22% | 106 |
|
|
2022
Q1 | $1.54M | Sell |
10,062
-77
| -0.8% | -$11.8K | 0.21% | 115 |
|
|
2021
Q4 | $1.65M | Sell |
10,139
-699
| -6% | -$114K | 0.21% | 104 |
|
|
2021
Q3 | $1.54M | Sell |
10,838
-537
| -5% | -$76.3K | 0.21% | 105 |
|
|
2021
Q2 | $1.59M | Sell |
11,375
-18,840
| -62% | -$2.63M | 0.23% | 105 |
|
|
2021
Q1 | $4.11M | Hold |
30,215
| – | – | 0.64% | 51 |
|
|
2020
Q4 | $4.11M | Sell |
30,215
-5,150
| -15% | -$701K | 0.64% | 51 |
|
|
2020
Q3 | $4.92M | Sell |
35,365
-442
| -1% | -$61.4K | 0.88% | 31 |
|
|
2020
Q2 | $4.21M | Sell |
35,807
-5,670
| -14% | -$667K | 0.81% | 41 |
|
|
2020
Q1 | $4.77M | Sell |
41,477
-1,403
| -3% | -$161K | 1.05% | 24 |
|
|
2019
Q4 | $5.36M | Buy |
42,880
+40,435
| +1,654% | +$5.05M | 0.67% | 36 |
|
|
2019
Q3 | $5.29M | Sell |
2,445
-51,608
| -95% | -$112M | 0.9% | 33 |
|
|
2019
Q2 | $5.93M | Sell |
54,053
-1,251
| -2% | -$137K | 1.01% | 32 |
|
|
2019
Q1 | $5.75K | Sell |
55,304
-24,836
| -31% | -$2.58K | 0.94% | 30 |
|
|
2018
Q4 | $7.31M | Sell |
80,140
-1,207
| -1% | -$110K | 1.37% | 20 |
|
|
2018
Q3 | $6.77M | Sell |
81,347
-2,800
| -3% | -$233K | 1.14% | 25 |
|
|
2018
Q2 | $6.57M | Sell |
84,147
-25,741
| -23% | -$2.01M | 1.11% | 31 |
|
|
2018
Q1 | $8.71M | Sell |
109,888
-2,399
| -2% | -$190K | 1.49% | 16 |
|
|
2017
Q4 | $10.3M | Sell |
112,287
-7,574
| -6% | -$696K | 1.8% | 13 |
|
|
2017
Q3 | $10.9M | Buy |
119,861
+693
| +0.6% | +$63K | 1.97% | 8 |
|
|
2017
Q2 | $10.4M | Buy |
119,168
+2,014
| +2% | +$175K | 1.97% | 10 |
|
|
2017
Q1 | $10.6M | Buy |
117,154
+944
| +0.8% | +$85.1K | 2.02% | 11 |
|
|
2016
Q4 | $9.77M | Buy |
116,210
+37
| +0% | +$3.11K | 1.99% | 10 |
|
|
2016
Q3 | $10.3M | Buy |
116,173
+1,626
| +1% | +$143K | 2.15% | 8 |
|
|
2016
Q2 | $9.61M | Sell |
114,547
-523
| -0.5% | -$43.9K | 2.1% | 12 |
|
|
2016
Q1 | $9.51M | Sell |
115,070
-565
| -0.5% | -$46.7K | 2.06% | 12 |
|
|
2015
Q4 | $9.26M | Buy |
115,635
+2,134
| +2% | +$171K | 2.13% | 10 |
|
|
2015
Q3 | $8.2M | Buy |
113,501
+1,792
| +2% | +$130K | 2.01% | 11 |
|
|
2015
Q2 | $8.75M | Buy |
111,709
+69,974
| +168% | +$5.48M | 1.9% | 12 |
|
|
2015
Q1 | $3.45M | Buy |
41,735
+2,013
| +5% | +$167K | 0.77% | 45 |
|
|
2014
Q4 | $3.67M | Buy |
39,722
+208
| +0.5% | +$19.2K | 0.76% | 47 |
|
|
2014
Q3 | $3.34M | Buy |
39,514
+1,717
| +5% | +$145K | 0.72% | 46 |
|
|
2014
Q2 | $2.99M | Buy |
37,797
+164
| +0.4% | +$13K | 0.66% | 52 |
|
|
2014
Q1 | $3M | Buy |
37,633
+2,460
| +7% | +$196K | 0.62% | 49 |
|
|
2013
Q4 | $2.88M | Buy |
35,173
+853
| +2% | +$69.9K | 0.55% | 47 |
|
|
2013
Q3 | $2.65M | Buy |
+34,320
| New | +$2.65M | 0.57% | 49 |
|