Beacon Investment Advisory Services’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$893K Buy
5,605
+46
+0.8% +$7.33K 0.04% 136
2025
Q1
$947K Sell
5,559
-506
-8% -$86.2K 0.04% 133
2024
Q4
$1.02M Sell
6,065
-282
-4% -$47.3K 0.04% 130
2024
Q3
$1.1M Buy
6,347
+49
+0.8% +$8.49K 0.05% 135
2024
Q2
$1.04M Sell
6,298
-514
-8% -$84.8K 0.04% 135
2024
Q1
$1.11M Sell
6,812
-473
-6% -$76.7K 0.05% 132
2023
Q4
$1.07M Sell
7,285
-3,409
-32% -$500K 0.05% 140
2023
Q3
$1.56M Hold
10,694
0.08% 130
2023
Q2
$1.62M Sell
10,694
-98
-0.9% -$14.9K 0.07% 135
2023
Q1
$1.6M Sell
10,792
-517
-5% -$76.9K 0.08% 132
2022
Q4
$1.71M Buy
11,309
+2
+0% +$303 0.09% 126
2022
Q3
$1.43M Buy
11,307
+346
+3% +$43.7K 0.08% 131
2022
Q2
$1.58M Buy
10,961
+257
+2% +$37K 0.08% 132
2022
Q1
$1.64M Sell
10,704
-1,172
-10% -$179K 0.07% 136
2021
Q4
$1.94M Sell
11,876
-550
-4% -$90K 0.08% 136
2021
Q3
$1.74M Buy
12,426
+343
+3% +$47.9K 0.07% 143
2021
Q2
$1.63M Sell
12,083
-44
-0.4% -$5.94K 0.07% 142
2021
Q1
$1.64M Sell
12,127
-3,918
-24% -$530K 0.07% 138
2020
Q4
$2.23M Buy
16,045
+7,489
+88% +$1.04M 0.1% 128
2020
Q3
$1.19M Buy
8,556
+21
+0.2% +$2.92K 0.06% 140
2020
Q2
$1.02M Sell
8,535
-69
-0.8% -$8.25K 0.06% 142
2020
Q1
$946K Sell
8,604
-2,219
-21% -$244K 0.07% 135
2019
Q4
$1.35M Buy
10,823
+3,977
+58% +$497K 0.07% 133
2019
Q3
$852K Sell
6,846
-670
-9% -$83.4K 0.09% 122
2019
Q2
$824K Sell
7,516
-6,000
-44% -$658K 0.09% 117
2019
Q1
$1.41M Sell
13,516
-1,346
-9% -$140K 0.15% 98
2018
Q4
$1.37M Sell
14,862
-618
-4% -$56.8K 0.15% 103
2018
Q3
$1.29M Sell
15,480
-824
-5% -$68.6K 0.13% 109
2018
Q2
$1.27M Sell
16,304
-1,459
-8% -$114K 0.13% 108
2018
Q1
$1.41M Buy
17,763
+1,019
+6% +$80.8K 0.15% 103
2017
Q4
$1.54M Sell
16,744
-2,461
-13% -$226K 0.16% 104
2017
Q3
$1.75M Buy
19,205
+16,422
+590% +$1.49M 0.15% 106
2017
Q2
$243K Sell
2,783
-673
-19% -$58.8K 0.04% 96
2017
Q1
$311K Sell
3,456
-1,700
-33% -$153K 0.06% 64
2016
Q4
$434K Sell
5,156
-852
-14% -$71.7K 0.08% 36
2016
Q3
$539K Buy
6,008
+130
+2% +$11.7K 0.12% 25
2016
Q2
$498K Hold
5,878
0.11% 30
2016
Q1
$484K Hold
5,878
0.1% 28
2015
Q4
$467K Hold
5,878
0.09% 28
2015
Q3
$423K Hold
5,878
0.08% 26
2015
Q2
$460K Buy
+5,878
New +$460K 0.07% 28