Beaird Harris Wealth Management’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 | $159K | Buy |
996
+3
| +0.3% | +$478 | 0.01% | 142 |
|
|
2025
Q1 | $169K | Sell |
993
-285
| -22% | -$48.6K | 0.01% | 131 |
|
|
2024
Q4 | $214K | Buy |
1,278
+96
| +8% | +$16.1K | 0.02% | 126 |
|
|
2024
Q3 | $205K | Sell |
1,182
-1,348
| -53% | -$233K | 0.02% | 130 |
|
|
2024
Q2 | $417K | Sell |
2,530
-5
| -0.2% | -$824 | 0.04% | 89 |
|
|
2024
Q1 | $411K | Buy |
2,535
+245
| +11% | +$39.8K | 0.04% | 81 |
|
|
2023
Q4 | $336K | Sell |
2,290
-189
| -8% | -$27.7K | 0.04% | 77 |
|
|
2023
Q3 | $362K | Buy |
2,479
+92
| +4% | +$13.4K | 0.04% | 70 |
|
|
2023
Q2 | $362K | Sell |
2,387
-35
| -1% | -$5.31K | 0.04% | 67 |
|
|
2023
Q1 | $360K | Sell |
2,422
-223
| -8% | -$33.2K | 0.06% | 64 |
|
|
2022
Q4 | $401K | Buy |
2,645
+206
| +8% | +$31.2K | 0.07% | 60 |
|
|
2022
Q3 | $308K | Buy |
2,439
+1,827
| +299% | +$231K | 0.07% | 62 |
|
|
2022
Q2 | $88K | Sell |
612
-2,439
| -80% | -$351K | 0.02% | 105 |
|
|
2022
Q1 | $466K | Sell |
3,051
-209
| -6% | -$31.9K | 0.17% | 48 |
|
|
2021
Q4 | $533K | Buy |
+3,260
| New | +$533K | 0.19% | 64 |
|