Beaumont Asset 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 | $376K | Buy |
2,358
+98
| +4% | +$15.6K | 0.2% | 53 |
|
|
2025
Q1 | $385K | Sell |
2,260
-2,236
| -50% | -$381K | 0.23% | 57 |
|
|
2024
Q4 | $754K | Hold |
4,496
| – | – | 0.44% | 35 |
|
|
2024
Q3 | $779K | Hold |
4,496
| – | – | 0.45% | 38 |
|
|
2024
Q2 | $741K | Sell |
4,496
-337
| -7% | -$55.6K | 0.48% | 39 |
|
|
2024
Q1 | $784K | Buy |
+4,833
| New | +$784K | 0.52% | 39 |
|
|
2020
Q1 | – | Sell |
-10,590
| Closed | -$1.32M | – | 64 |
|
|
2019
Q4 | $1.32M | Buy |
+10,590
| New | +$1.32M | 1.26% | 19 |
|