Bordeaux Wealth Advisors’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
$384K Sell
2025
Q1
$974K Buy
2024
Q4
$814K Sell
2024
Q3
$864K Buy
2024
Q2
$675K Sell
2024
Q1
$676K Sell
2023
Q4
$795K Buy
2023
Q3
$788K Sell
2023
Q2
$866K Sell
2023
Q1
$851K Buy
2022
Q4
$864K Buy
2022
Q3
$712K Sell
2022
Q2
$870K Sell
2022
Q1
$984K Sell
2021
Q4
$1.16M Buy
2021
Q3
$934K Buy
2021
Q2
$876K Buy
2021
Q1
$798K Sell
2020
Q4
$823K Buy