PBMares 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 | $946K | Sell |
5,936
-196
| -3% | -$31.2K | 0.17% | 73 |
|
|
2025
Q1 | $1.05M | Sell |
6,132
-312
| -5% | -$53.2K | 0.21% | 62 |
|
|
2024
Q4 | $1.08M | Buy |
6,444
+92
| +1% | +$15.4K | 0.22% | 65 |
|
|
2024
Q3 | $1.1M | Buy |
6,352
+288
| +5% | +$49.9K | 0.23% | 62 |
|
|
2024
Q2 | $1,000K | Sell |
6,064
-241
| -4% | -$39.7K | 0.25% | 66 |
|
|
2024
Q1 | $1.02M | Sell |
6,305
-499
| -7% | -$81K | 0.27% | 61 |
|
|
2023
Q4 | $997K | Sell |
6,804
-1,127
| -14% | -$165K | 0.3% | 58 |
|
|
2023
Q3 | $1.16M | Sell |
7,931
-228
| -3% | -$33.3K | 0.42% | 46 |
|
|
2023
Q2 | $1.24M | Hold |
8,159
| – | – | 0.44% | 43 |
|
|
2023
Q1 | $1.21M | Hold |
8,159
| – | – | 0.45% | 40 |
|
|
2022
Q4 | $1.24M | Sell |
8,159
-47
| -0.6% | -$7.12K | 0.5% | 34 |
|
|
2022
Q3 | $1.04M | Buy |
8,206
+589
| +8% | +$74.4K | 0.45% | 45 |
|
|
2022
Q2 | $1.1M | Buy |
7,617
+9
| +0.1% | +$1.29K | 0.47% | 42 |
|
|
2022
Q1 | $1.16M | Buy |
7,608
+140
| +2% | +$21.4K | 0.72% | 34 |
|
|
2021
Q4 | $1.22M | Buy |
7,468
+510
| +7% | +$83.5K | 0.52% | 36 |
|
|
2021
Q3 | $973K | Hold |
6,958
| – | – | 0.46% | 46 |
|
|
2021
Q2 | $939K | Buy |
6,958
+1,112
| +19% | +$150K | 0.51% | 48 |
|
|
2021
Q1 | $792K | Sell |
5,846
-135
| -2% | -$18.3K | 0.65% | 54 |
|
|
2020
Q4 | $832K | Buy |
5,981
+820
| +16% | +$114K | 0.96% | 37 |
|
|
2020
Q3 | $717K | Hold |
5,161
| – | – | 1.05% | 34 |
|
|
2020
Q2 | $617K | Sell |
5,161
-150
| -3% | -$17.9K | 0.93% | 38 |
|
|
2020
Q1 | $584K | Buy |
5,311
+494
| +10% | +$54.3K | 0.92% | 34 |
|
|
2019
Q4 | $602K | Buy |
+4,817
| New | +$602K | 0.72% | 42 |
|