Beverly Hills Private Wealth’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
Q2
$493K Sell
2025
Q1
$552K Buy
2024
Q4
$509K Sell
2024
Q3
$527K Sell
2024
Q2
$584K Sell
2024
Q1
$592K Sell
2023
Q4
$674K Buy
2023
Q3
$588K Sell
2023
Q2
$637K Buy
2023
Q1
$598K Buy
2022
Q4
$214K Buy