BFIM
Beese Fulmer Investment Management’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
123,638
+2,754
| +2% | +$439K | 1.47% | 20 |
|
|
2025
Q1 | $20.6M | Buy |
120,884
+1,984
| +2% | +$338K | 1.77% | 15 |
|
|
2024
Q4 | $19.9M | Sell |
118,900
-306
| -0.3% | -$51.3K | 1.7% | 17 |
|
|
2024
Q3 | $20.6M | Buy |
119,206
+180
| +0.2% | +$31.2K | 1.77% | 13 |
|
|
2024
Q2 | $19.6M | Buy |
119,026
+961
| +0.8% | +$158K | 1.79% | 13 |
|
|
2024
Q1 | $19.2M | Sell |
118,065
-208
| -0.2% | -$33.7K | 1.8% | 15 |
|
|
2023
Q4 | $17.3M | Buy |
118,273
+124
| +0.1% | +$18.2K | 1.79% | 12 |
|
|
2023
Q3 | $17.2M | Buy |
118,149
+74
| +0.1% | +$10.8K | 1.94% | 12 |
|
|
2023
Q2 | $17.9M | Sell |
118,075
-796
| -0.7% | -$121K | 1.94% | 7 |
|
|
2023
Q1 | $17.7M | Buy |
118,871
+1,012
| +0.9% | +$150K | 2.02% | 8 |
|
|
2022
Q4 | $17.9M | Buy |
117,859
+1,384
| +1% | +$210K | 2.15% | 6 |
|
|
2022
Q3 | $14.7M | Buy |
116,475
+751
| +0.6% | +$94.8K | 1.98% | 6 |
|
|
2022
Q2 | $16.6M | Sell |
115,724
-749
| -0.6% | -$108K | 2.13% | 5 |
|
|
2022
Q1 | $17.8M | Sell |
116,473
-2,036
| -2% | -$311K | 1.93% | 9 |
|
|
2021
Q4 | $19.4M | Sell |
118,509
-1,163
| -1% | -$190K | 2.02% | 7 |
|
|
2021
Q3 | $16.7M | Buy |
119,672
+227
| +0.2% | +$31.7K | 1.88% | 11 |
|
|
2021
Q2 | $16.1M | Sell |
119,445
-306
| -0.3% | -$41.3K | 1.82% | 11 |
|
|
2021
Q1 | $16.2M | Sell |
119,751
-241
| -0.2% | -$32.6K | 1.95% | 9 |
|
|
2020
Q4 | $16.7M | Sell |
119,992
-2,059
| -2% | -$286K | 2.13% | 8 |
|
|
2020
Q3 | $17M | Sell |
122,051
-2,730
| -2% | -$379K | 2.4% | 6 |
|
|
2020
Q2 | $14.9M | Sell |
124,781
-5,288
| -4% | -$632K | 2.2% | 6 |
|
|
2020
Q1 | $14.3M | Sell |
130,069
-306
| -0.2% | -$33.7K | 2.54% | 5 |
|
|
2019
Q4 | $16.3M | Buy |
130,375
+785
| +0.6% | +$98K | 2.28% | 6 |
|
|
2019
Q3 | $16.1M | Buy |
129,590
+47,929
| +59% | +$5.96M | 2.42% | 6 |
|
|
2019
Q2 | $8.95M | Buy |
81,661
+175
| +0.2% | +$19.2K | 1.7% | 13 |
|
|
2019
Q1 | $8.48M | Buy |
81,486
+242
| +0.3% | +$25.2K | 1.67% | 15 |
|
|
2018
Q4 | $7.47M | Buy |
81,244
+1,628
| +2% | +$150K | 1.68% | 15 |
|
|
2018
Q3 | $6.63M | Sell |
79,616
-476
| -0.6% | -$39.6K | 1.3% | 27 |
|
|
2018
Q2 | $6.25M | Sell |
80,092
-1,155
| -1% | -$90.2K | 1.31% | 29 |
|
|
2018
Q1 | $6.44M | Sell |
81,247
-2,717
| -3% | -$215K | 1.41% | 21 |
|
|
2017
Q4 | $7.72M | Buy |
83,964
+222
| +0.3% | +$20.4K | 1.65% | 14 |
|
|
2017
Q3 | $7.62M | Buy |
83,742
+677
| +0.8% | +$61.6K | 1.74% | 14 |
|
|
2017
Q2 | $7.24M | Sell |
83,065
-689
| -0.8% | -$60K | 1.73% | 13 |
|
|
2017
Q1 | $7.53M | Buy |
83,754
+879
| +1% | +$79K | 1.83% | 15 |
|
|
2016
Q4 | $6.97M | Buy |
82,875
+460
| +0.6% | +$38.7K | 1.8% | 15 |
|
|
2016
Q3 | $7.4M | Sell |
82,415
-1,166
| -1% | -$105K | 2% | 12 |
|
|
2016
Q2 | $7.08M | Sell |
83,581
-68
| -0.1% | -$5.76K | 2.01% | 11 |
|
|
2016
Q1 | $6.96M | Buy |
83,649
+1,543
| +2% | +$128K | 2.03% | 11 |
|
|
2015
Q4 | $6.52M | Buy |
82,106
+1,575
| +2% | +$125K | 2.01% | 13 |
|
|
2015
Q3 | $5.79M | Buy |
80,531
+4,135
| +5% | +$297K | 1.9% | 13 |
|
|
2015
Q2 | $5.98M | Buy |
76,396
+1,224
| +2% | +$95.8K | 1.92% | 13 |
|
|
2015
Q1 | $6.16M | Sell |
75,172
-722
| -1% | -$59.2K | 2.06% | 13 |
|
|
2014
Q4 | $6.91M | Buy |
75,894
+263
| +0.3% | +$24K | 2.17% | 10 |
|
|
2014
Q3 | $6.33M | Buy |
75,631
+535
| +0.7% | +$44.8K | 2.06% | 11 |
|
|
2014
Q2 | $5.9M | Buy |
75,096
+869
| +1% | +$68.3K | 1.91% | 13 |
|
|
2014
Q1 | $5.98M | Buy |
74,227
+458
| +0.6% | +$36.9K | 2.08% | 11 |
|
|
2013
Q4 | $6.01M | Buy |
73,769
+671
| +0.9% | +$54.6K | 2.13% | 12 |
|
|
2013
Q3 | $5.53M | Buy |
73,098
+2,658
| +4% | +$201K | 2.17% | 11 |
|
|
2013
Q2 | $5.42M | Buy |
+70,440
| New | +$5.42M | 2.32% | 10 |
|