Beacon Harbor Wealth Advisors’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 | – | Sell |
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|
2025
Q2 | $329K | Sell |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $366K | Hold |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $671K | Buy |
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|
2022
Q2 | $637K | Hold |
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|
2022
Q1 | $677K | Hold |
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|
2021
Q4 | $724K | Buy |
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|
2021
Q3 | $603K | Sell |
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|
2021
Q2 | $586K | Hold |
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|
2021
Q1 | $588K | Hold |
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|
2020
Q4 | $604K | Buy |
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