Briaud Financial Planning’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 | $278K | Hold |
1,748
| – | – | 0.11% | 26 |
|
|
2025
Q1 | $297K | Hold |
1,748
| – | – | 0.12% | 23 |
|
|
2024
Q4 | $293K | Hold |
1,748
| – | – | 0.12% | 21 |
|
|
2024
Q3 | $302K | Hold |
1,748
| – | – | 0.16% | 18 |
|
|
2024
Q2 | $288K | Sell |
1,748
-1
| -0.1% | -$165 | 0.17% | 18 |
|
|
2024
Q1 | $284K | Buy |
+1,749
| New | +$284K | 0.16% | 18 |
|
|
2023
Q4 | – | Sell |
-1,767
| Closed | -$257K | – | 124 |
|
|
2023
Q3 | $257K | Buy |
1,767
+1
| +0.1% | +$145 | 0.21% | 20 |
|
|
2023
Q2 | $268K | Buy |
1,766
+90
| +5% | +$13.7K | 0.25% | 17 |
|
|
2023
Q1 | $249K | Buy |
1,676
+266
| +19% | +$39.5K | 0.24% | 17 |
|
|
2022
Q4 | $213K | Sell |
1,410
-250
| -15% | -$37.8K | 0.17% | 22 |
|
|
2022
Q3 | $224K | Hold |
1,660
| – | – | 0.2% | 26 |
|
|
2022
Q2 | $238K | Hold |
1,660
| – | – | 0.16% | 24 |
|
|
2022
Q1 | $253K | Buy |
1,660
+282
| +20% | +$43K | 0.15% | 23 |
|
|
2021
Q4 | $225K | Buy |
+1,378
| New | +$225K | 0.12% | 23 |
|