Bell Investment 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 | $564K | Buy |
3,541
+491
| +16% | +$78.2K | 0.1% | 69 |
|
|
2025
Q1 | $520K | Buy |
3,050
+33
| +1% | +$5.62K | 0.1% | 65 |
|
|
2024
Q4 | $506K | Sell |
3,017
-33
| -1% | -$5.53K | 0.09% | 66 |
|
|
2024
Q3 | $528K | Hold |
3,050
| – | – | 0.1% | 67 |
|
|
2024
Q2 | $503K | Buy |
3,050
+84
| +3% | +$13.9K | 0.1% | 65 |
|
|
2024
Q1 | $481K | Sell |
2,966
-235
| -7% | -$38.1K | 0.09% | 67 |
|
|
2023
Q4 | $469K | Buy |
3,201
+31
| +1% | +$4.54K | 0.1% | 61 |
|
|
2023
Q3 | $462K | Buy |
3,170
+1,124
| +55% | +$164K | 0.1% | 60 |
|
|
2023
Q2 | $310K | Buy |
2,046
+32
| +2% | +$4.86K | 0.07% | 73 |
|
|
2023
Q1 | $299K | Buy |
2,014
+16
| +0.8% | +$2.38K | 0.07% | 69 |
|
|
2022
Q4 | $303K | Sell |
1,998
-150
| -7% | -$22.7K | 0.08% | 66 |
|
|
2022
Q3 | $271K | Buy |
2,148
+78
| +4% | +$9.84K | 0.08% | 57 |
|
|
2022
Q2 | $298K | Buy |
+2,070
| New | +$298K | 0.09% | 55 |
|
|
2021
Q4 | $342K | Buy |
2,093
+115
| +6% | +$18.8K | 0.09% | 59 |
|
|
2021
Q3 | $277K | Buy |
+1,978
| New | +$277K | 0.08% | 59 |
|