Bernardo Wealth Planning’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 | $303K | Buy |
1,905
+45
| +2% | +$7.16K | 0.07% | 94 |
|
|
2025
Q1 | $317K | Sell |
1,860
-40
| -2% | -$6.82K | 0.08% | 87 |
|
|
2024
Q4 | $301K | Buy |
1,900
+18
| +1% | +$2.86K | 0.07% | 88 |
|
|
2024
Q3 | $324K | Sell |
1,882
-44
| -2% | -$7.58K | 0.08% | 86 |
|
|
2024
Q2 | $318K | Buy |
1,926
+17
| +0.9% | +$2.8K | 0.09% | 74 |
|
|
2024
Q1 | $310K | Buy |
1,909
+52
| +3% | +$8.44K | 0.09% | 80 |
|
|
2023
Q4 | $272K | Buy |
+1,857
| New | +$272K | 0.09% | 75 |
|
|
2021
Q1 | – | Sell |
-7,211
| Closed | -$1M | – | 129 |
|
|
2020
Q4 | $1M | Buy |
7,211
+411
| +6% | +$57.2K | 0.39% | 50 |
|
|
2020
Q3 | $945K | Buy |
6,800
+689
| +11% | +$95.8K | 0.42% | 47 |
|
|
2020
Q2 | $730K | Buy |
6,111
+269
| +5% | +$32.1K | 0.39% | 51 |
|
|
2020
Q1 | $642K | Sell |
5,842
-294
| -5% | -$32.3K | 0.45% | 60 |
|
|
2019
Q4 | $766K | Buy |
6,136
+32
| +0.5% | +$4K | 0.46% | 47 |
|
|
2019
Q3 | $759K | Sell |
6,104
-227
| -4% | -$28.2K | 0.55% | 41 |
|
|
2019
Q2 | $694K | Buy |
6,331
+314
| +5% | +$34.4K | 0.54% | 45 |
|
|
2019
Q1 | $626K | Hold |
6,017
| – | – | 0.5% | 50 |
|
|
2018
Q4 | $553K | Buy |
+6,017
| New | +$553K | 0.49% | 49 |
|