BSW Wealth Partners’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 | $4.18M | Sell |
26,260
-79
| -0.3% | -$12.6K | 0.57% | 31 |
|
|
2025
Q1 | $4.49M | Sell |
26,339
-337
| -1% | -$57.4K | 0.68% | 31 |
|
|
2024
Q4 | $4.47M | Sell |
26,676
-1,460
| -5% | -$245K | 0.66% | 32 |
|
|
2024
Q3 | $4.87M | Buy |
28,136
+264
| +0.9% | +$45.7K | 0.73% | 25 |
|
|
2024
Q2 | $4.6M | Sell |
27,872
-139
| -0.5% | -$22.9K | 0.75% | 28 |
|
|
2024
Q1 | $4.54M | Sell |
28,011
-43
| -0.2% | -$6.98K | 0.77% | 28 |
|
|
2023
Q4 | $4.11M | Sell |
28,054
-2,078
| -7% | -$305K | 0.82% | 20 |
|
|
2023
Q3 | $4.39M | Buy |
30,132
+2,961
| +11% | +$432K | 0.98% | 19 |
|
|
2023
Q2 | $4.12M | Sell |
27,171
-642
| -2% | -$97.4K | 0.86% | 21 |
|
|
2023
Q1 | $4.14M | Buy |
27,813
+132
| +0.5% | +$19.6K | 0.85% | 21 |
|
|
2022
Q4 | $4.2M | Sell |
27,681
-1,167
| -4% | -$177K | 0.9% | 20 |
|
|
2022
Q3 | $3.64M | Buy |
28,848
+245
| +0.9% | +$30.9K | 0.89% | 17 |
|
|
2022
Q2 | $4.11M | Buy |
28,603
+22
| +0.1% | +$3.16K | 0.99% | 15 |
|
|
2022
Q1 | $4.37M | Sell |
28,581
-701
| -2% | -$107K | 1.1% | 13 |
|
|
2021
Q4 | $4.79M | Buy |
29,282
+152
| +0.5% | +$24.9K | 1.2% | 14 |
|
|
2021
Q3 | $4.07M | Sell |
29,130
-96
| -0.3% | -$13.4K | 1.14% | 15 |
|
|
2021
Q2 | $3.94M | Buy |
29,226
+42
| +0.1% | +$5.67K | 1.08% | 15 |
|
|
2021
Q1 | $3.95M | Sell |
29,184
-1,566
| -5% | -$212K | 1.14% | 14 |
|
|
2020
Q4 | $4.28M | Sell |
30,750
-732
| -2% | -$102K | 1.32% | 13 |
|
|
2020
Q3 | $4.38M | Sell |
31,482
-1,490
| -5% | -$207K | 1.64% | 13 |
|
|
2020
Q2 | $3.94M | Buy |
32,972
+4,875
| +17% | +$583K | 1.32% | 16 |
|
|
2020
Q1 | $3.09M | Buy |
28,097
+6,618
| +31% | +$728K | 1.28% | 19 |
|
|
2019
Q4 | $2.68M | Sell |
21,479
-1,385
| -6% | -$173K | 0.91% | 23 |
|
|
2019
Q3 | $2.84M | Buy |
22,864
+669
| +3% | +$83.2K | 1.09% | 21 |
|
|
2019
Q2 | $2.43M | Buy |
22,195
+1,483
| +7% | +$163K | 0.92% | 24 |
|
|
2019
Q1 | $2.16M | Sell |
20,712
-69
| -0.3% | -$7.18K | 0.85% | 23 |
|
|
2018
Q4 | $1.91M | Buy |
20,781
+929
| +5% | +$85.4K | 0.72% | 24 |
|
|
2018
Q3 | $1.65M | Buy |
19,852
+1,033
| +5% | +$86K | 0.63% | 21 |
|
|
2018
Q2 | $1.47M | Buy |
18,819
+122
| +0.7% | +$9.52K | 0.64% | 22 |
|
|
2018
Q1 | $1.48M | Sell |
18,697
-2,340
| -11% | -$185K | 0.66% | 20 |
|
|
2017
Q4 | $1.93M | Buy |
21,037
+1,037
| +5% | +$95.3K | 0.8% | 18 |
|
|
2017
Q3 | $1.82M | Sell |
20,000
-103
| -0.5% | -$9.37K | 0.79% | 17 |
|
|
2017
Q2 | $1.75M | Sell |
20,103
-9
| -0% | -$784 | 0.8% | 18 |
|
|
2017
Q1 | $1.81M | Buy |
20,112
+112
| +0.6% | +$10.1K | 0.89% | 15 |
|
|
2016
Q4 | $1.68M | Buy |
20,000
+18,219
| +1,023% | +$1.53M | 0.88% | 16 |
|
|
2016
Q3 | $19.8K | Sell |
1,781
-18,063
| -91% | -$201K | 0.69% | 21 |
|
|
2016
Q2 | $1.68M | Sell |
19,844
-2,604
| -12% | -$220K | 0.92% | 12 |
|
|
2016
Q1 | $1.85M | Sell |
22,448
-9
| -0% | -$741 | 1.04% | 12 |
|
|
2015
Q4 | $1.78M | Sell |
22,457
-6,231
| -22% | -$495K | 0.89% | 16 |
|
|
2015
Q3 | $2.06M | Buy |
28,688
+25,801
| +894% | +$1.86M | 1.23% | 13 |
|
|
2015
Q2 | $226K | Buy |
+2,887
| New | +$226K | 0.14% | 54 |
|