AWM
PG icon

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

Affinity 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
Q3 		– Sell
-1,827
Closed -$291K – 113
2025
Q2 		$291K Buy
1,827
+55
+3% +$8.98K 0.05% 81
2025
Q1 		$302K Buy
1,772
+53
+3% +$8.88K 0.06% 75
2024
Q4 		$288K Hold
1,719
– – 0.05% 79
2024
Q3 		$298K Sell
1,719
-21
-1% -$3.56K 0.05% 85
2024
Q2 		$287K Buy
1,740
+75
+5% +$12.3K 0.05% 82
2024
Q1 		$270K Buy
1,665
+35
+2% +$5.49K 0.05% 90
2023
Q4 		$239K Hold
1,630
– – 0.05% 90
2023
Q3 		$238K Hold
1,630
– – 0.05% 88
2023
Q2 		$247K Buy
1,630
+118
+8% +$17.8K 0.06% 91
2023
Q1 		$225K Buy
+1,512
New +$216K 0.05% 101

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Affinity Wealth Management's PG Position: Q3 2025 in Review

Affinity Wealth Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,827 shares — an estimated $291K sold.

Affinity Wealth Management first reported a position in PG in Q1 2023 and held it in 10 quarters. The position peaked at $302K in Q1 2025. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Affinity Wealth Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Affinity Wealth Management sold 1,827 Procter & Gamble shares in Q3 2025, an estimated $291K.
  • Affinity Wealth Management first reported a position in Procter & Gamble in Q1 2023 and held it in 10 quarters.
  • Affinity Wealth Management's Procter & Gamble position peaked at $302K in Q1 2025.
  • 3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Affinity Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.