BWA
Blodgett Wealth Advisors’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
6,480
-200
| -3% | -$31.9K | 0.81% | 22 |
|
|
2025
Q1 | $1.14M | Sell |
6,680
-800
| -11% | -$136K | 0.97% | 19 |
|
|
2024
Q4 | $1.25M | Sell |
7,480
-500
| -6% | -$83.8K | 0.98% | 21 |
|
|
2024
Q3 | $1.38M | Sell |
7,980
-1,450
| -15% | -$251K | 1.16% | 18 |
|
|
2024
Q2 | $1.56M | Sell |
9,430
-2,100
| -18% | -$346K | 1.32% | 15 |
|
|
2024
Q1 | $1.87M | Sell |
11,530
-750
| -6% | -$122K | 1.69% | 13 |
|
|
2023
Q4 | $1.8M | Sell |
12,280
-500
| -4% | -$73.3K | 1.84% | 12 |
|
|
2023
Q3 | $1.86M | Sell |
12,780
-200
| -2% | -$29.2K | 2.05% | 10 |
|
|
2023
Q2 | $1.97M | Sell |
12,980
-250
| -2% | -$37.9K | 2.04% | 10 |
|
|
2023
Q1 | $1.97M | Sell |
13,230
-350
| -3% | -$52K | 2.27% | 8 |
|
|
2022
Q4 | $2.06M | Hold |
13,580
| – | – | 2.5% | 8 |
|
|
2022
Q3 | $1.71M | Hold |
13,580
| – | – | 2.05% | 12 |
|
|
2022
Q2 | $1.95M | Buy |
13,580
+1,415
| +12% | +$203K | 2.14% | 12 |
|
|
2022
Q1 | $1.86M | Buy |
12,165
+30
| +0.2% | +$4.58K | 1.55% | 15 |
|
|
2021
Q4 | $1.99M | Buy |
+12,135
| New | +$1.99M | 1.54% | 15 |
|