180 Wealth Advisors’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.07M | Sell |
7,279
-56
| -0.8% | -$8.15K | 0.11% | 195 |
|
|
2026
Q1 | $1.06M | Sell |
7,335
-146
| -2% | -$22.1K | 0.12% | 186 |
|
|
2025
Q4 | $1.07M | Sell |
7,481
-767
| -9% | -$113K | 0.12% | 173 |
|
|
2025
Q3 | $1.27M | Sell |
8,248
-27
| -0.3% | -$4.22K | 0.15% | 135 |
|
|
2025
Q2 | $1.32M | Buy |
8,275
+15
| +0.2% | +$2.45K | 0.18% | 122 |
|
|
2025
Q1 | $1.41M | Sell |
8,260
-153
| -2% | -$25.6K | 0.22% | 108 |
|
|
2024
Q4 | $1.41M | Sell |
8,413
-2,628
| -24% | -$448K | 0.22% | 101 |
|
|
2024
Q3 | $1.91M | Sell |
11,041
-751
| -6% | -$127K | 0.3% | 88 |
|
|
2024
Q2 | $1.95M | Buy |
11,792
+155
| +1% | +$25.3K | 0.32% | 79 |
|
|
2024
Q1 | $1.89M | Sell |
11,637
-60
| -0.5% | -$9.41K | 0.34% | 78 |
|
|
2023
Q4 | $1.74M | Sell |
11,697
-4,035
| -26% | -$598K | 0.35% | 80 |
|
|
2023
Q3 | $2.29M | Buy |
15,732
+713
| +5% | +$109K | 0.52% | 48 |
|
|
2023
Q2 | $2.29M | Buy |
15,019
+1,279
| +9% | +$193K | 0.5% | 53 |
|
|
2023
Q1 | $2.04M | Buy |
13,740
+925
| +7% | +$132K | 0.48% | 61 |
|
|
2022
Q4 | $1.81M | Buy |
12,815
+3,788
| +42% | +$531K | 0.43% | 70 |
|
|
2022
Q3 | $1.14M | Buy |
9,027
+357
| +4% | +$50.7K | 0.31% | 84 |
|
|
2022
Q2 | $1.27M | Buy |
8,670
+355
| +4% | +$53.4K | 0.32% | 83 |
|
|
2022
Q1 | $1.32M | Buy |
8,315
+782
| +10% | +$122K | 0.29% | 90 |
|
|
2021
Q4 | $1.23M | Buy |
7,533
+326
| +5% | +$48.4K | 0.28% | 94 |
|
|
2021
Q3 | $1.04M | Buy |
7,207
+980
| +16% | +$139K | 0.23% | 108 |
|
|
2021
Q2 | $886K | Sell |
6,227
-612
| -9% | -$82.8K | 0.2% | 113 |
|
|
2021
Q1 | $944K | Sell |
6,839
-1,251
| -15% | -$163K | 0.23% | 108 |
|
|
2020
Q4 | $1.08M | Sell |
8,090
-167
| -2% | -$23.3K | 0.31% | 91 |
|
|
2020
Q3 | $1.18M | Buy |
8,257
+1,138
| +16% | +$151K | 0.44% | 64 |
|
|
2020
Q2 | $894K | Sell |
7,119
-1,235
| -15% | -$144K | 0.36% | 78 |
|
|
2020
Q1 | $956K | Buy |
8,354
+7
| +0.1% | +$840 | 0.5% | 55 |
|
|
2019
Q4 | $1.05M | Sell |
8,347
-4,775
| -36% | -$584K | 0.42% | 69 |
|
|
2019
Q3 | $1.59M | Sell |
13,122
-4,784
| -27% | -$565K | 0.7% | 26 |
|
|
2019
Q2 | $2.09M | Buy |
17,906
+4,887
| +38% | +$521K | 0.94% | 22 |
|
|
2019
Q1 | $1.36M | Sell |
13,019
-2,574
| -17% | -$251K | 0.62% | 38 |
|
|
2018
Q4 | $1.3M | Hold |
15,593
| – | – | 0.61% | 41 |
|
|
2018
Q3 | $1.3M | Sell |
15,593
-4,912
| -24% | -$402K | 0.6% | 42 |
|
|
2018
Q2 | $1.6M | Sell |
20,505
-10,439
| -34% | -$786K | 0.79% | 35 |
|
|
2018
Q1 | $2.45M | Sell |
30,944
-122
| -0.4% | -$10.2K | 1.27% | 14 |
|
|
2017
Q4 | $2.85M | Buy |
+31,066
| New | +$2.79M | 1.45% | 12 |
|
Other funds holding PG
180 Wealth Advisors's PG Position: Q2 2026 in Review
180 Wealth Advisors reduced its Procter & Gamble (PG) stake by 0.76% in Q2 2026, selling an estimated $8.15K and leaving 7,279 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #195.
180 Wealth Advisors first reported a position in PG in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.85M in Q4 2017. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- 180 Wealth Advisors held 7,279 shares of Procter & Gamble worth $1.07M as of Q2 2026.
- 180 Wealth Advisors sold 56 Procter & Gamble shares in Q2 2026, an estimated $8.15K.
- Procter & Gamble made up 0.11% of 180 Wealth Advisors's portfolio in Q2 2026, its #195 holding.
- 180 Wealth Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 35 quarters since.
- 180 Wealth Advisors's Procter & Gamble position peaked at $2.85M in Q4 2017.
- 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.