Berger Financial Group’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 | $1.5M | Sell |
9,385
-178
| -2% | -$28.4K | 0.1% | 157 |
|
|
2025
Q1 | $1.63M | Sell |
9,563
-140
| -1% | -$23.9K | 0.11% | 140 |
|
|
2024
Q4 | $1.63M | Sell |
9,703
-751
| -7% | -$126K | 0.11% | 136 |
|
|
2024
Q3 | $1.81M | Buy |
10,454
+473
| +5% | +$81.9K | 0.13% | 126 |
|
|
2024
Q2 | $1.65M | Buy |
9,981
+2,099
| +27% | +$346K | 0.13% | 122 |
|
|
2024
Q1 | $1.28M | Buy |
7,882
+326
| +4% | +$52.9K | 0.11% | 135 |
|
|
2023
Q4 | $1.11M | Buy |
7,556
+925
| +14% | +$136K | 0.11% | 115 |
|
|
2023
Q3 | $967K | Buy |
6,631
+1,786
| +37% | +$261K | 0.11% | 118 |
|
|
2023
Q2 | $735K | Buy |
4,845
+45
| +0.9% | +$6.83K | 0.08% | 133 |
|
|
2023
Q1 | $714K | Sell |
4,800
-55
| -1% | -$8.18K | 0.09% | 129 |
|
|
2022
Q4 | $736K | Sell |
4,855
-488
| -9% | -$74K | 0.1% | 127 |
|
|
2022
Q3 | $675K | Sell |
5,343
-54
| -1% | -$6.82K | 0.1% | 119 |
|
|
2022
Q2 | $776K | Buy |
5,397
+98
| +2% | +$14.1K | 0.11% | 106 |
|
|
2022
Q1 | $810K | Buy |
5,299
+108
| +2% | +$16.5K | 0.1% | 113 |
|
|
2021
Q4 | $849K | Buy |
5,191
+1,672
| +48% | +$273K | 0.11% | 113 |
|
|
2021
Q3 | $492K | Hold |
3,519
| – | – | 0.09% | 118 |
|
|
2021
Q2 | $475K | Sell |
3,519
-52
| -1% | -$7.02K | 0.09% | 123 |
|
|
2021
Q1 | $484K | Buy |
3,571
+392
| +12% | +$53.1K | 0.11% | 113 |
|
|
2020
Q4 | $442K | Buy |
+3,179
| New | +$442K | 0.08% | 134 |
|