Burt 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 | $1.35M | Sell |
8,499
-170
| -2% | -$27.1K | 0.31% | 36 |
|
|
2025
Q1 | $1.48M | Hold |
8,669
| – | – | 0.37% | 31 |
|
|
2024
Q4 | $1.45M | Sell |
8,669
-429
| -5% | -$71.9K | 0.37% | 30 |
|
|
2024
Q3 | $1.58M | Buy |
9,098
+419
| +5% | +$72.6K | 0.39% | 29 |
|
|
2024
Q2 | $1.43M | Sell |
8,679
-275
| -3% | -$45.4K | 0.38% | 30 |
|
|
2024
Q1 | $1.45M | Buy |
8,954
+275
| +3% | +$44.6K | 0.37% | 30 |
|
|
2023
Q4 | $1.27M | Hold |
8,679
| – | – | 0.36% | 32 |
|
|
2023
Q3 | $1.27M | Hold |
8,679
| – | – | 0.39% | 30 |
|
|
2023
Q2 | $1.32M | Sell |
8,679
-20
| -0.2% | -$3.04K | 0.4% | 27 |
|
|
2023
Q1 | $1.29M | Buy |
8,699
+60
| +0.7% | +$8.92K | 0.4% | 25 |
|
|
2022
Q4 | $1.31M | Buy |
8,639
+239
| +3% | +$36.2K | 0.44% | 24 |
|
|
2022
Q3 | $1.06M | Buy |
8,400
+1,740
| +26% | +$220K | 0.43% | 19 |
|
|
2022
Q2 | $958K | Hold |
6,660
| – | – | 0.33% | 25 |
|
|
2022
Q1 | $1.02M | Hold |
6,660
| – | – | 0.31% | 29 |
|
|
2021
Q4 | $1.09M | Hold |
6,660
| – | – | 0.36% | 23 |
|
|
2021
Q3 | $931K | Hold |
6,660
| – | – | 0.3% | 27 |
|
|
2021
Q2 | $899K | Hold |
6,660
| – | – | 0.32% | 24 |
|
|
2021
Q1 | $902K | Hold |
6,660
| – | – | 0.33% | 25 |
|
|
2020
Q4 | $927K | Hold |
6,660
| – | – | 0.32% | 24 |
|
|
2020
Q3 | $926K | Sell |
6,660
-38
| -0.6% | -$5.28K | 0.35% | 25 |
|
|
2020
Q2 | $801K | Buy |
6,698
+10
| +0.1% | +$1.2K | 0.32% | 23 |
|
|
2020
Q1 | $736K | Hold |
6,688
| – | – | 0.33% | 25 |
|
|
2019
Q4 | $835K | Hold |
6,688
| – | – | 0.33% | 29 |
|
|
2019
Q3 | $832K | Hold |
6,688
| – | – | 0.34% | 26 |
|
|
2019
Q2 | $733K | Sell |
6,688
-182
| -3% | -$19.9K | 0.32% | 26 |
|
|
2019
Q1 | $715K | Buy |
6,870
+601
| +10% | +$62.5K | 0.32% | 25 |
|
|
2018
Q4 | $576K | Sell |
6,269
-304
| -5% | -$27.9K | 0.27% | 42 |
|
|
2018
Q3 | $547K | Buy |
6,573
+157
| +2% | +$13.1K | 0.25% | 37 |
|
|
2018
Q2 | $501K | Sell |
6,416
-1,891
| -23% | -$148K | 0.24% | 35 |
|
|
2018
Q1 | $659K | Buy |
8,307
+1
| +0% | +$79 | 0.34% | 27 |
|
|
2017
Q4 | $763K | Buy |
8,306
+201
| +2% | +$18.5K | 0.47% | 21 |
|
|
2017
Q3 | $737K | Buy |
8,105
+272
| +3% | +$24.7K | 0.48% | 20 |
|
|
2017
Q2 | $682K | Buy |
7,833
+447
| +6% | +$38.9K | 0.47% | 24 |
|
|
2017
Q1 | $664K | Sell |
7,386
-425
| -5% | -$38.2K | 0.48% | 24 |
|
|
2016
Q4 | $657K | Buy |
7,811
+50
| +0.6% | +$4.21K | 0.59% | 27 |
|
|
2016
Q3 | $696K | Hold |
7,761
| – | – | 0.74% | 17 |
|
|
2016
Q2 | $657K | Sell |
7,761
-900
| -10% | -$76.2K | 0.73% | 18 |
|
|
2016
Q1 | $713K | Buy |
8,661
+600
| +7% | +$49.4K | 0.65% | 17 |
|
|
2015
Q4 | $640K | Buy |
8,061
+1,293
| +19% | +$103K | 0.51% | 27 |
|
|
2015
Q3 | $486K | Buy |
6,768
+300
| +5% | +$21.5K | 0.6% | 25 |
|
|
2015
Q2 | $516K | Buy |
6,468
+200
| +3% | +$16K | 0.56% | 30 |
|
|
2015
Q1 | $514K | Hold |
6,268
| – | – | 0.52% | 23 |
|
|
2014
Q4 | $572K | Buy |
+6,268
| New | +$572K | 0.61% | 24 |
|