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
2026 Q1	$271K	Sell	1,875 -1,175	-39%	-$178K	0.05%	285
2025 Q4	$437K	Sell	3,050 -33	-1%	-$4.87K	0.07%	198
2025 Q3	$474K	Sell	3,083 -9	-0.3%	-$1.41K	0.08%	192
2025 Q2	$493K	Sell	3,092 -150	-5%	-$24.5K	0.09%	178
2025 Q1	$552K	Buy	3,242 +203	+7%	+$34K	0.11%	162
2024 Q4	$509K	Sell	3,039 -7	-0.2%	-$1.19K	0.1%	168
2024 Q3	$527K	Sell	3,046 -497	-14%	-$84.4K	0.11%	178
2024 Q2	$584K	Sell	3,543 -108	-3%	-$17.7K	0.13%	168
2024 Q1	$592K	Sell	3,651 -951	-21%	-$149K	0.14%	163
2023 Q4	$674K	Buy	4,602 +572	+14%	+$84.7K	0.18%	128
2023 Q3	$588K	Sell	4,030 -71	-2%	-$10.8K	0.17%	130
2023 Q2	$637K	Buy	4,101 +80	+2%	+$12.1K	0.1%	205
2023 Q1	$598K	Buy	4,021 +2,606	+184%	+$373K	0.19%	121
2022 Q4	$214K	Buy	+1,415	New	+$198K	0.09%	213