Buckley Wealth Management’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 | $9.08M | Buy |
56,984
+3,300
| +6% | +$526K | 2.72% | 13 |
|
|
2025
Q1 | $9.15M | Sell |
53,684
-400
| -0.7% | -$68.2K | 2.85% | 12 |
|
|
2024
Q4 | $9.07M | Sell |
54,084
-370
| -0.7% | -$62K | 2.78% | 10 |
|
|
2024
Q3 | $9.43M | Sell |
54,454
-999
| -2% | -$173K | 2.91% | 10 |
|
|
2024
Q2 | $9.15M | Sell |
55,453
-1,873
| -3% | -$309K | 2.9% | 9 |
|
|
2024
Q1 | $9.3M | Sell |
57,326
-1,465
| -2% | -$238K | 2.98% | 9 |
|
|
2023
Q4 | $8.62M | Buy |
58,791
+520
| +0.9% | +$76.2K | 2.99% | 9 |
|
|
2023
Q3 | $8.5M | Sell |
58,271
-450
| -0.8% | -$65.6K | 3.18% | 10 |
|
|
2023
Q2 | $8.91M | Sell |
58,721
-1,723
| -3% | -$261K | 3.03% | 8 |
|
|
2023
Q1 | $8.99M | Sell |
60,444
-3,170
| -5% | -$471K | 3.31% | 9 |
|
|
2022
Q4 | $9.64M | Sell |
63,614
-1,725
| -3% | -$261K | 3.51% | 6 |
|
|
2022
Q3 | $8.25M | Sell |
65,339
-2,659
| -4% | -$336K | 3.04% | 7 |
|
|
2022
Q2 | $9.78M | Buy |
67,998
+19
| +0% | +$2.73K | 3.15% | 6 |
|
|
2022
Q1 | $10.4M | Sell |
67,979
-850
| -1% | -$130K | 2.81% | 8 |
|
|
2021
Q4 | $11.3M | Sell |
68,829
-1,567
| -2% | -$256K | 3.29% | 8 |
|
|
2021
Q3 | $9.84M | Sell |
70,396
-265
| -0.4% | -$37K | 3.18% | 7 |
|
|
2021
Q2 | $9.53M | Sell |
70,661
-590
| -0.8% | -$79.6K | 3.27% | 7 |
|
|
2021
Q1 | $9.65M | Buy |
71,251
+19,496
| +38% | +$2.64M | 3.58% | 7 |
|
|
2020
Q4 | $7.2M | Buy |
51,755
+22,794
| +79% | +$3.17M | 2.95% | 9 |
|
|
2020
Q3 | $4.03M | Sell |
28,961
-620
| -2% | -$86.2K | 1.81% | 16 |
|
|
2020
Q2 | $3.54M | Hold |
29,581
| – | – | 1.6% | 18 |
|
|
2020
Q1 | $3.25M | Sell |
29,581
-430
| -1% | -$47.3K | 1.77% | 18 |
|
|
2019
Q4 | $3.75M | Hold |
30,011
| – | – | 1.7% | 17 |
|
|
2019
Q3 | $3.73M | Sell |
30,011
-1,020
| -3% | -$127K | 1.83% | 16 |
|
|
2019
Q2 | $3.4M | Sell |
31,031
-700
| -2% | -$76.8K | 1.59% | 17 |
|
|
2019
Q1 | $3.3M | Sell |
31,731
-5,709
| -15% | -$594K | 1.56% | 17 |
|
|
2018
Q4 | $3.44M | Sell |
37,440
-4,000
| -10% | -$368K | 1.77% | 16 |
|
|
2018
Q3 | $3.45M | Sell |
41,440
-200
| -0.5% | -$16.6K | 1.51% | 16 |
|
|
2018
Q2 | $3.25M | Buy |
41,640
+6,550
| +19% | +$511K | 1.54% | 17 |
|
|
2018
Q1 | $2.78M | Buy |
35,090
+14,688
| +72% | +$1.16M | 1.38% | 19 |
|
|
2017
Q4 | $1.88M | Buy |
+20,402
| New | +$1.88M | 0.94% | 28 |
|