Beacon Financial Strategies’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Sell |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $283K | Hold |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $356K | Sell |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | $276K | Sell |
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|
2021
Q2 | $324K | Buy |
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