Bordeaux Wealth Advisors’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 | $384K | Sell |
2,410
-3,306
| -58% | -$527K | 0.05% | 106 |
|
|
2025
Q1 | $974K | Buy |
5,716
+860
| +18% | +$147K | 0.18% | 56 |
|
|
2024
Q4 | $814K | Sell |
4,856
-131
| -3% | -$22K | 0.13% | 67 |
|
|
2024
Q3 | $864K | Buy |
4,987
+895
| +22% | +$155K | 0.16% | 63 |
|
|
2024
Q2 | $675K | Sell |
4,092
-72
| -2% | -$11.9K | 0.13% | 67 |
|
|
2024
Q1 | $676K | Sell |
4,164
-1,261
| -23% | -$205K | 0.22% | 48 |
|
|
2023
Q4 | $795K | Buy |
5,425
+22
| +0.4% | +$3.22K | 0.27% | 43 |
|
|
2023
Q3 | $788K | Sell |
5,403
-304
| -5% | -$44.3K | 0.32% | 38 |
|
|
2023
Q2 | $866K | Sell |
5,707
-18
| -0.3% | -$2.73K | 0.36% | 35 |
|
|
2023
Q1 | $851K | Buy |
5,725
+24
| +0.4% | +$3.57K | 0.44% | 34 |
|
|
2022
Q4 | $864K | Buy |
5,701
+59
| +1% | +$8.94K | 0.47% | 31 |
|
|
2022
Q3 | $712K | Sell |
5,642
-410
| -7% | -$51.7K | 0.45% | 38 |
|
|
2022
Q2 | $870K | Sell |
6,052
-386
| -6% | -$55.5K | 0.6% | 31 |
|
|
2022
Q1 | $984K | Sell |
6,438
-635
| -9% | -$97.1K | 0.53% | 33 |
|
|
2021
Q4 | $1.16M | Buy |
7,073
+389
| +6% | +$63.6K | 0.53% | 32 |
|
|
2021
Q3 | $934K | Buy |
6,684
+194
| +3% | +$27.1K | 0.53% | 31 |
|
|
2021
Q2 | $876K | Buy |
6,490
+600
| +10% | +$81K | 0.5% | 33 |
|
|
2021
Q1 | $798K | Sell |
5,890
-23
| -0.4% | -$3.12K | 0.55% | 29 |
|
|
2020
Q4 | $823K | Buy |
+5,913
| New | +$823K | 0.62% | 23 |
|