BBWA
Bell & Brown Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Buy |
18,067
+219
| +1% | +$34.9K | 1.03% | 38 |
|
|
2025
Q1 | $3.04M | Buy |
17,848
+487
| +3% | +$83K | 1.19% | 37 |
|
|
2024
Q4 | $2.91M | Buy |
17,361
+477
| +3% | +$80K | 1.08% | 35 |
|
|
2024
Q3 | $2.92M | Buy |
16,884
+300
| +2% | +$52K | 1.14% | 37 |
|
|
2024
Q2 | $2.74M | Buy |
16,584
+597
| +4% | +$98.5K | 1.05% | 33 |
|
|
2024
Q1 | $2.59M | Buy |
15,987
+345
| +2% | +$56K | 1.11% | 35 |
|
|
2023
Q4 | $2.29M | Buy |
+15,642
| New | +$2.29M | 1.06% | 39 |
|
|
2023
Q2 | $2.36M | Sell |
15,529
-61
| -0.4% | -$9.26K | 1.18% | 37 |
|
|
2023
Q1 | $2.32M | Sell |
15,590
-5
| -0% | -$743 | 1.24% | 38 |
|
|
2022
Q4 | $2.36M | Buy |
15,595
+153
| +1% | +$23.2K | 1.3% | 36 |
|
|
2022
Q3 | $1.95M | Sell |
15,442
-321
| -2% | -$40.5K | 1.2% | 36 |
|
|
2022
Q2 | $2.27M | Buy |
15,763
+108
| +0.7% | +$15.5K | 1.21% | 33 |
|
|
2022
Q1 | $2.39M | Buy |
15,655
+233
| +2% | +$35.6K | 1.08% | 37 |
|
|
2021
Q4 | $2.46M | Buy |
15,422
+768
| +5% | +$123K | 1.19% | 37 |
|
|
2021
Q3 | $2.05M | Buy |
+14,654
| New | +$2.05M | 1.1% | 36 |
|
|
2020
Q3 | $1.7M | Sell |
11,819
-304
| -3% | -$43.7K | 1.23% | 32 |
|
|
2020
Q2 | $1.62M | Sell |
12,123
-109
| -0.9% | -$14.5K | 1.26% | 30 |
|
|
2020
Q1 | $1.42M | Sell |
12,232
-36
| -0.3% | -$4.17K | 1.31% | 32 |
|
|
2019
Q4 | $1.54M | Sell |
12,268
-529
| -4% | -$66.4K | 1.15% | 33 |
|
|
2019
Q3 | $1.58M | Sell |
12,797
-15
| -0.1% | -$1.85K | 1.3% | 34 |
|
|
2019
Q2 | $1.41M | Sell |
12,812
-356
| -3% | -$39K | 1.24% | 34 |
|
|
2019
Q1 | $1.37M | Buy |
13,168
+121
| +0.9% | +$12.6K | 1.25% | 32 |
|
|
2018
Q4 | $1.2M | Sell |
13,047
-333
| -2% | -$30.6K | 1.28% | 32 |
|
|
2018
Q3 | $1.19M | Buy |
13,380
+1,570
| +13% | +$139K | 1.1% | 38 |
|
|
2018
Q2 | $922K | Buy |
11,810
+6,937
| +142% | +$542K | 0.91% | 46 |
|
|
2018
Q1 | $352K | Buy |
4,873
+102
| +2% | +$7.37K | 0.37% | 70 |
|
|
2017
Q4 | $438K | Buy |
+4,771
| New | +$438K | 0.45% | 68 |
|