JJBC
James J. Burns & Company’s Procter & Gamble PG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
7,633
-269
| -3% | -$42.9K | 0.2% | 56 |
|
|
2025
Q1 | $1.35M | Buy |
7,902
+212
| +3% | +$36.1K | 0.24% | 54 |
|
|
2024
Q4 | $1.29M | Buy |
7,690
+2,211
| +40% | +$371K | 0.22% | 56 |
|
|
2024
Q3 | $949K | Buy |
5,479
+7
| +0.1% | +$1.21K | 0.17% | 62 |
|
|
2024
Q2 | $903K | Buy |
5,472
+2,373
| +77% | +$392K | 0.18% | 60 |
|
|
2024
Q1 | $498K | Sell |
3,099
-2,291
| -43% | -$368K | 0.17% | 53 |
|
|
2023
Q4 | $790K | Buy |
5,390
+1,027
| +24% | +$151K | 0.19% | 57 |
|
|
2023
Q3 | $636K | Sell |
4,363
-189
| -4% | -$27.6K | 0.17% | 62 |
|
|
2023
Q2 | $691K | Buy |
4,552
+257
| +6% | +$39K | 0.18% | 61 |
|
|
2023
Q1 | $639K | Buy |
4,295
+2,652
| +161% | +$395K | 0.16% | 68 |
|
|
2022
Q4 | $249K | Buy |
+1,643
| New | +$249K | 0.1% | 69 |
|