Beverly Hills Private Wealth’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 | $493K | Sell |
3,092
-150
| -5% | -$23.9K | 0.09% | 178 |
|
|
2025
Q1 | $552K | Buy |
3,242
+203
| +7% | +$34.6K | 0.11% | 162 |
|
|
2024
Q4 | $509K | Sell |
3,039
-7
| -0.2% | -$1.17K | 0.1% | 168 |
|
|
2024
Q3 | $527K | Sell |
3,046
-497
| -14% | -$86.1K | 0.11% | 178 |
|
|
2024
Q2 | $584K | Sell |
3,543
-108
| -3% | -$17.8K | 0.13% | 168 |
|
|
2024
Q1 | $592K | Sell |
3,651
-951
| -21% | -$154K | 0.14% | 163 |
|
|
2023
Q4 | $674K | Buy |
4,602
+572
| +14% | +$83.8K | 0.18% | 128 |
|
|
2023
Q3 | $588K | Sell |
4,030
-71
| -2% | -$10.4K | 0.17% | 130 |
|
|
2023
Q2 | $637K | Buy |
4,101
+80
| +2% | +$12.4K | 0.1% | 205 |
|
|
2023
Q1 | $598K | Buy |
4,021
+2,606
| +184% | +$387K | 0.19% | 121 |
|
|
2022
Q4 | $214K | Buy |
+1,415
| New | +$214K | 0.09% | 213 |
|