BA
Bellwether Advisors’s Procter & Gamble PG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $135K | Sell |
849
-8
| -0.9% | -$1.28K | 0.02% | 149 |
|
2025
Q1 | $146K | Hold |
857
| – | – | 0.03% | 146 |
|
2024
Q4 | $144K | Buy |
+857
| New | +$144K | 0.03% | 157 |
|
2023
Q2 | – | Sell |
-849
| Closed | -$126K | – | 349 |
|
2023
Q1 | $126K | Sell |
849
-510
| -38% | -$75.8K | 0.03% | 147 |
|
2022
Q4 | $206K | Buy |
1,359
+459
| +51% | +$69.6K | 0.06% | 118 |
|
2022
Q3 | $113K | Buy |
900
+66
| +8% | +$8.29K | 0.04% | 121 |
|
2022
Q2 | $119K | Buy |
834
+25
| +3% | +$3.57K | 0.04% | 130 |
|
2022
Q1 | $123K | Hold |
809
| – | – | 0.04% | 148 |
|
2021
Q4 | $132K | Hold |
809
| – | – | 0.04% | 141 |
|
2021
Q3 | $113K | Sell |
809
-6
| -0.7% | -$838 | 0.04% | 167 |
|
2021
Q2 | $109K | Hold |
815
| – | – | 0.04% | 148 |
|
2021
Q1 | $110K | Sell |
815
-24
| -3% | -$3.24K | 0.04% | 131 |
|
2020
Q4 | $116K | Buy |
+839
| New | +$116K | 0.05% | 122 |
|