Beaumont Financial 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 | $3.06M | Sell |
19,233
-274
| -1% | -$43.7K | 0.22% | 69 |
|
|
2025
Q1 | $3.32M | Sell |
19,507
-2
| -0% | -$341 | 0.26% | 66 |
|
|
2024
Q4 | $3.27M | Buy |
19,509
+186
| +1% | +$31.2K | 0.25% | 67 |
|
|
2024
Q3 | $3.35M | Sell |
19,323
-149
| -0.8% | -$25.8K | 0.26% | 63 |
|
|
2024
Q2 | $3.21M | Buy |
19,472
+54
| +0.3% | +$8.91K | 0.26% | 64 |
|
|
2024
Q1 | $3.15M | Sell |
19,418
-85
| -0.4% | -$13.8K | 0.26% | 63 |
|
|
2023
Q4 | $2.86M | Buy |
19,503
+303
| +2% | +$44.4K | 0.26% | 61 |
|
|
2023
Q3 | $2.8M | Sell |
19,200
-882
| -4% | -$129K | 0.28% | 58 |
|
|
2023
Q2 | $3.05M | Buy |
20,082
+313
| +2% | +$47.5K | 0.28% | 61 |
|
|
2023
Q1 | $2.94M | Sell |
19,769
-63
| -0.3% | -$9.37K | 0.3% | 50 |
|
|
2022
Q4 | $3.01M | Sell |
19,832
-570
| -3% | -$86.4K | 0.3% | 46 |
|
|
2022
Q3 | $2.58M | Sell |
20,402
-1,002
| -5% | -$127K | 0.25% | 57 |
|
|
2022
Q2 | $3.08M | Buy |
21,404
+222
| +1% | +$31.9K | 0.28% | 56 |
|
|
2022
Q1 | $3.24M | Sell |
21,182
-294
| -1% | -$44.9K | 0.25% | 81 |
|
|
2021
Q4 | $3.51M | Sell |
21,476
-17
| -0.1% | -$2.78K | 0.25% | 63 |
|
|
2021
Q3 | $3.01M | Sell |
21,493
-598
| -3% | -$83.6K | 0.23% | 71 |
|
|
2021
Q2 | $2.98M | Buy |
22,091
+5,437
| +33% | +$734K | 0.23% | 71 |
|
|
2021
Q1 | $2.26M | Sell |
16,654
-1,075
| -6% | -$146K | 0.19% | 92 |
|
|
2020
Q4 | $2.47M | Sell |
17,729
-2,698
| -13% | -$375K | 0.22% | 86 |
|
|
2020
Q3 | $2.84M | Sell |
20,427
-587
| -3% | -$81.6K | 0.27% | 83 |
|
|
2020
Q2 | $2.51M | Sell |
21,014
-396
| -2% | -$47.4K | 0.26% | 78 |
|
|
2020
Q1 | $2.36M | Buy |
21,410
+1,519
| +8% | +$167K | 0.3% | 62 |
|
|
2019
Q4 | $2.48M | Buy |
19,891
+1,460
| +8% | +$182K | 0.24% | 78 |
|
|
2019
Q3 | $2.29M | Buy |
18,431
+487
| +3% | +$60.6K | 0.23% | 86 |
|
|
2019
Q2 | $1.97M | Buy |
17,944
+2,154
| +14% | +$236K | 0.2% | 82 |
|
|
2019
Q1 | $1.64M | Buy |
15,790
+1,742
| +12% | +$181K | 0.18% | 90 |
|
|
2018
Q4 | $1.29M | Sell |
14,048
-258
| -2% | -$23.7K | 0.21% | 74 |
|
|
2018
Q3 | $1.19M | Buy |
14,306
+2,130
| +17% | +$177K | 0.12% | 97 |
|
|
2018
Q2 | $950K | Sell |
12,176
-303
| -2% | -$23.6K | 0.1% | 93 |
|
|
2018
Q1 | $989K | Buy |
12,479
+1,370
| +12% | +$109K | 0.11% | 97 |
|
|
2017
Q4 | $1.02M | Sell |
11,109
-200
| -2% | -$18.4K | 0.12% | 98 |
|
|
2017
Q3 | $1.03M | Sell |
11,309
-200
| -2% | -$18.2K | 0.13% | 91 |
|
|
2017
Q2 | $1M | Buy |
11,509
+3,770
| +49% | +$329K | 0.13% | 92 |
|
|
2017
Q1 | $695K | Buy |
7,739
+875
| +13% | +$78.6K | 0.1% | 104 |
|
|
2016
Q4 | $577K | Sell |
6,864
-400
| -6% | -$33.6K | 0.09% | 94 |
|
|
2016
Q3 | $652K | Buy |
7,264
+2,790
| +62% | +$250K | 0.1% | 95 |
|
|
2016
Q2 | $379K | Buy |
4,474
+69
| +2% | +$5.85K | 0.06% | 105 |
|
|
2016
Q1 | $361K | Sell |
4,405
-219
| -5% | -$17.9K | 0.06% | 101 |
|
|
2015
Q4 | $367K | Sell |
4,624
-106
| -2% | -$8.41K | 0.06% | 88 |
|
|
2015
Q3 | $370K | Hold |
4,730
| – | – | 0.05% | 101 |
|
|
2015
Q2 | $370K | Hold |
4,730
| – | – | 0.05% | 101 |
|
|
2015
Q1 | $388K | Sell |
4,730
-1,560
| -25% | -$128K | 0.01% | 119 |
|
|
2014
Q4 | $573K | Buy |
6,290
+120
| +2% | +$10.9K | 0.03% | 110 |
|
|
2014
Q3 | $517K | Hold |
6,170
| – | – | 0.03% | 113 |
|
|
2014
Q2 | $485K | Hold |
6,170
| – | – | 0.03% | 124 |
|
|
2014
Q1 | $497K | Sell |
6,170
-2,620
| -30% | -$211K | 0.04% | 102 |
|
|
2013
Q4 | $716K | Buy |
8,790
+1,605
| +22% | +$131K | 0.06% | 96 |
|
|
2013
Q3 | $543K | Sell |
7,185
-119
| -2% | -$8.99K | 0.05% | 102 |
|
|
2013
Q2 | $562K | Buy |
+7,304
| New | +$562K | 0.05% | 106 |
|