Birchcreek Wealth Management’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 | $1.69M | Sell |
10,636
-173
| -2% | -$27.6K | 0.96% | 20 |
|
2025
Q1 | $1.84M | Sell |
10,809
-297
| -3% | -$50.6K | 1.16% | 17 |
|
2024
Q4 | $1.86M | Buy |
11,106
+530
| +5% | +$88.9K | 1.17% | 17 |
|
2024
Q3 | $1.83M | Sell |
10,576
-62
| -0.6% | -$10.7K | 1.2% | 17 |
|
2024
Q2 | $1.75M | Sell |
10,638
-1,152
| -10% | -$190K | 0.99% | 22 |
|
2024
Q1 | $1.91M | Buy |
11,790
+101
| +0.9% | +$16.4K | 1.01% | 19 |
|
2023
Q4 | $1.71M | Sell |
11,689
-64
| -0.5% | -$9.38K | 1.02% | 21 |
|
2023
Q3 | $1.71M | Buy |
11,753
+24
| +0.2% | +$3.5K | 1.16% | 21 |
|
2023
Q2 | $1.78M | Sell |
11,729
-237
| -2% | -$36K | 1.24% | 19 |
|
2023
Q1 | $1.78M | Buy |
11,966
+1,535
| +15% | +$228K | 1.41% | 20 |
|
2022
Q4 | $1.58M | Hold |
10,431
| – | – | 1.41% | 19 |
|
2022
Q3 | $1.32M | Sell |
10,431
-18
| -0.2% | -$2.27K | 1.22% | 21 |
|
2022
Q2 | $1.5M | Buy |
10,449
+876
| +9% | +$126K | 1.35% | 19 |
|
2022
Q1 | $1.46M | Buy |
9,573
+106
| +1% | +$16.2K | 1.3% | 23 |
|
2021
Q4 | $1.55M | Buy |
9,467
+200
| +2% | +$32.7K | 1.35% | 20 |
|
2021
Q3 | $1.3M | Sell |
9,267
-272
| -3% | -$38K | 1.21% | 22 |
|
2021
Q2 | $1.29M | Sell |
9,539
-17
| -0.2% | -$2.29K | 1.24% | 22 |
|
2021
Q1 | $1.29M | Buy |
9,556
+469
| +5% | +$63.5K | 1.37% | 22 |
|
2020
Q4 | $1.26M | Buy |
+9,087
| New | +$1.26M | 1.24% | 21 |
|