Beam Wealth Advisors’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 | $1.72M | Sell |
10,780
-29
| -0.3% | -$4.62K | 0.51% | 50 |
|
|
2025
Q1 | $1.84M | Sell |
10,809
-555
| -5% | -$94.6K | 0.62% | 41 |
|
|
2024
Q4 | $1.91M | Buy |
11,364
+221
| +2% | +$37.1K | 0.6% | 42 |
|
|
2024
Q3 | $1.93M | Buy |
11,143
+255
| +2% | +$44.2K | 0.58% | 37 |
|
|
2024
Q2 | $1.8M | Buy |
10,888
+9,142
| +524% | +$1.51M | 0.6% | 38 |
|
|
2024
Q1 | $283K | Sell |
1,746
-690
| -28% | -$112K | 0.17% | 90 |
|
|
2023
Q4 | $357K | Buy |
2,436
+27
| +1% | +$3.96K | 0.23% | 69 |
|
|
2023
Q3 | $351K | Buy |
2,409
+61
| +3% | +$8.9K | 0.25% | 65 |
|
|
2023
Q2 | $356K | Buy |
2,348
+670
| +40% | +$102K | 0.25% | 69 |
|
|
2023
Q1 | $250K | Sell |
1,678
-152
| -8% | -$22.6K | 0.25% | 83 |
|
|
2022
Q4 | $277K | Buy |
1,830
+175
| +11% | +$26.5K | 0.29% | 76 |
|
|
2022
Q3 | $209K | Buy |
1,655
+126
| +8% | +$15.9K | 0.23% | 94 |
|
|
2022
Q2 | $220K | Buy |
1,529
+173
| +13% | +$24.9K | 0.24% | 93 |
|
|
2022
Q1 | $207K | Sell |
1,356
-32
| -2% | -$4.89K | 0.24% | 86 |
|
|
2021
Q4 | $227K | Sell |
1,388
-275
| -17% | -$45K | 0.26% | 80 |
|
|
2021
Q3 | $232K | Buy |
1,663
+126
| +8% | +$17.6K | 0.2% | 123 |
|
|
2021
Q2 | $207K | Buy |
+1,537
| New | +$207K | 0.18% | 130 |
|
|
2020
Q4 | – | Sell |
-2,342
| Closed | -$326K | – | 140 |
|
|
2020
Q3 | $326K | Buy |
2,342
+94
| +4% | +$13.1K | 0.31% | 93 |
|
|
2020
Q2 | $273K | Sell |
2,248
-462
| -17% | -$56.1K | 0.27% | 100 |
|
|
2020
Q1 | $298K | Buy |
2,710
+275
| +11% | +$30.2K | 0.3% | 106 |
|
|
2019
Q4 | $304K | Buy |
+2,435
| New | +$304K | 0.28% | 111 |
|