Bernardo Wealth Planning’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $295K | Buy |
|
|||||
|
2025
Q2 | $303K | Buy |
|
|||||
|
2025
Q1 | $317K | Sell |
|
|||||
|
2024
Q4 | $301K | Buy |
|
|||||
|
2024
Q3 | $324K | Sell |
|
|||||
|
2024
Q2 | $318K | Buy |
|
|||||
|
2024
Q1 | $310K | Buy |
|
|||||
|
2023
Q4 | $272K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $1M | Buy |
|
|||||
|
2020
Q3 | $945K | Buy |
|
|||||
|
2020
Q2 | $730K | Buy |
|
|||||
|
2020
Q1 | $642K | Sell |
|
|||||
|
2019
Q4 | $766K | Buy |
|
|||||
|
2019
Q3 | $759K | Sell |
|
|||||
|
2019
Q2 | $694K | Buy |
|
|||||
|
2019
Q1 | $626K | Hold |
|
|||||
|
2018
Q4 | $553K | Buy |
|