Adams Wealth Management’s Procter & Gamble PG Stock Holding History

Adams Wealth Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,232	Closed	-$210K	–	189
2025 Q1	$210K	Sell	1,232 -57	-4%	-$9.55K	0.04%	129
2024 Q4	$216K	Buy	1,289 +54	+4%	+$9.2K	0.04%	110
2024 Q3	$214K	Hold	1,235	–	–	0.05%	106
2024 Q2	$204K	Hold	1,235	–	–	0.05%	103
2024 Q1	$200K	Buy	+1,235	New	+$194K	0.05%	100
2022 Q1	–	Sell	-4,131	Closed	-$676K	–	77
2021 Q4	$676K	Hold	4,131	–	–	0.2%	44
2021 Q3	$578K	Hold	4,131	–	–	0.22%	46
2021 Q2	$557K	Hold	4,131	–	–	0.24%	46
2021 Q1	$559K	Hold	4,131	–	–	0.26%	41
2020 Q4	$575K	Sell	4,131 -75	-2%	-$10.5K	0.36%	37
2020 Q3	$585K	Sell	4,206 -10	-0.2%	-$1.33K	0.46%	37
2020 Q2	$504K	Hold	4,216	–	–	0.52%	35
2020 Q1	$464K	Buy	4,216 +10	+0.2%	+$1.2K	0.58%	38
2019 Q4	$525K	Buy	+4,206	New	+$515K	0.44%	58

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Adams Wealth Management's PG Position: Q2 2025 in Review

Adams Wealth Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,232 shares — an estimated $210K sold.

Adams Wealth Management first reported a position in PG in Q4 2019 and held it in 14 quarters. The position peaked at $676K in Q4 2021. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Adams Wealth Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
Adams Wealth Management sold 1,232 Procter & Gamble shares in Q2 2025, an estimated $210K.
Adams Wealth Management first reported a position in Procter & Gamble in Q4 2019 and held it in 14 quarters.
Adams Wealth Management's Procter & Gamble position peaked at $676K in Q4 2021.
3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Adams Wealth Management's 13F filing for Q2 2025, filed 25 Sep 2025.