Acorn 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
Q1 | $498K | Sell |
3,447
-583
| -14% | -$88.4K | 0.15% | 143 |
|
|
2025
Q4 | $578K | Buy |
4,030
+2
| +0% | +$295 | 0.17% | 121 |
|
|
2025
Q3 | $619K | Buy |
4,028
+173
| +4% | +$27K | 0.19% | 111 |
|
|
2025
Q2 | $614K | Sell |
3,855
-463
| -11% | -$75.6K | 0.23% | 94 |
|
|
2025
Q1 | $736K | Sell |
4,318
-356
| -8% | -$59.6K | 0.31% | 76 |
|
|
2024
Q4 | $784K | Sell |
4,674
-458
| -9% | -$78K | 0.32% | 69 |
|
|
2024
Q3 | $889K | Buy |
5,132
+710
| +16% | +$121K | 0.38% | 54 |
|
|
2024
Q2 | $729K | Buy |
4,422
+30
| +0.7% | +$4.91K | 0.36% | 63 |
|
|
2024
Q1 | $713K | Sell |
4,392
-44
| -1% | -$6.9K | 0.37% | 64 |
|
|
2023
Q4 | $650K | Sell |
4,436
-195
| -4% | -$28.9K | 0.39% | 61 |
|
|
2023
Q3 | $675K | Buy |
4,631
+75
| +2% | +$11.5K | 0.45% | 51 |
|
|
2023
Q2 | $691K | Buy |
4,556
+11
| +0.2% | +$1.66K | 0.47% | 51 |
|
|
2023
Q1 | $676K | Buy |
4,545
+245
| +6% | +$35K | 0.5% | 45 |
|
|
2022
Q4 | $652K | Buy |
4,300
+169
| +4% | +$23.7K | 0.5% | 44 |
|
|
2022
Q3 | $521K | Buy |
4,131
+244
| +6% | +$34.7K | 0.43% | 55 |
|
|
2022
Q2 | $559K | Sell |
3,887
-283
| -7% | -$42.5K | 0.44% | 54 |
|
|
2022
Q1 | $637K | Buy |
4,170
+1
| +0% | +$156 | 0.44% | 51 |
|
|
2021
Q4 | $682K | Buy |
4,169
+37
| +0.9% | +$5.49K | 0.43% | 51 |
|
|
2021
Q3 | $578K | Buy |
4,132
+16
| +0.4% | +$2.27K | 0.4% | 58 |
|
|
2021
Q2 | $555K | Sell |
4,116
-84
| -2% | -$11.4K | 0.38% | 60 |
|
|
2021
Q1 | $569K | Buy |
4,200
+41
| +1% | +$5.35K | 0.41% | 60 |
|
|
2020
Q4 | $579K | Buy |
4,159
+102
| +3% | +$14.3K | 0.46% | 53 |
|
|
2020
Q3 | $564K | Buy |
4,057
+9
| +0.2% | +$1.2K | 0.49% | 47 |
|
|
2020
Q2 | $484K | Buy |
4,048
+10
| +0.2% | +$1.17K | 0.45% | 51 |
|
|
2020
Q1 | $470K | Buy |
4,038
+193
| +5% | +$23.2K | 0.53% | 46 |
|
|
2019
Q4 | $472K | Buy |
3,845
+8
| +0.2% | +$979 | 0.4% | 51 |
|
|
2019
Q3 | $463K | Buy |
3,837
+175
| +5% | +$20.7K | 0.4% | 50 |
|
|
2019
Q2 | $432K | Sell |
3,662
-120
| -3% | -$12.8K | 0.4% | 51 |
|
|
2019
Q1 | $399K | Sell |
3,782
-7
| -0.2% | -$681 | 0.36% | 57 |
|
|
2018
Q4 | $348K | Buy |
3,789
+9
| +0.2% | +$805 | 0.36% | 58 |
|
|
2018
Q3 | $336K | Sell |
3,780
-237
| -6% | -$19.4K | 0.33% | 65 |
|
|
2018
Q2 | $314K | Buy |
4,017
+12
| +0.3% | +$903 | 0.27% | 71 |
|
|
2018
Q1 | $291K | Sell |
4,005
-172
| -4% | -$14.3K | 0.25% | 79 |
|
|
2017
Q4 | $383K | Buy |
+4,177
| New | +$376K | 0.35% | 51 |
|
Other funds holding PG
VCM
VPM
Acorn Wealth Advisors's PG Position: Q1 2026 in Review
Acorn Wealth Advisors reduced its Procter & Gamble (PG) stake by 14% in Q1 2026, selling an estimated $88.4K and leaving 3,447 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #143.
Acorn Wealth Advisors first reported a position in PG in Q4 2017 and has held it in 34 quarters since. The position peaked at $889K in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Acorn Wealth Advisors held 3,447 shares of Procter & Gamble worth $498K as of Q1 2026.
- Acorn Wealth Advisors sold 583 Procter & Gamble shares in Q1 2026, an estimated $88.4K.
- Procter & Gamble made up 0.15% of Acorn Wealth Advisors's portfolio in Q1 2026, its #143 holding.
- Acorn Wealth Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 34 quarters since.
- Acorn Wealth Advisors's Procter & Gamble position peaked at $889K in Q3 2024.
- 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.