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

AllSquare 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	$225K	Hold	1,464	–	–	0.12%	104
2025 Q2	$233K	Hold	1,464	–	–	0.13%	99
2025 Q1	$249K	Hold	1,464	–	–	0.15%	89
2024 Q4	$245K	Hold	1,464	–	–	0.14%	91
2024 Q3	$254K	Hold	1,464	–	–	0.14%	92
2024 Q2	$241K	Hold	1,464	–	–	0.14%	91
2024 Q1	$238K	Hold	1,464	–	–	0.14%	96
2023 Q4	$215K	Hold	1,464	–	–	0.13%	97
2023 Q3	$214K	Sell	1,464 -2	-0.1%	-$305	0.14%	93
2023 Q2	$210K	Hold	1,466	–	–	0.14%	90
2023 Q1	$218K	Hold	1,466	–	–	0.14%	89
2022 Q4	$222K	Hold	1,466	–	–	0.15%	84
2022 Q3	$185K	Hold	1,466	–	–	0.13%	85
2022 Q2	$211K	Hold	1,466	–	–	0.14%	87
2022 Q1	$224K	Buy	1,466 +2	+0.1%	+$313	0.13%	90
2021 Q4	$239K	Sell	1,464 -50	-3%	-$7.42K	0.14%	88
2021 Q3	$212K	Hold	1,514	–	–	0.13%	91
2021 Q2	$204K	Hold	1,514	–	–	0.12%	95
2021 Q1	$205K	Hold	1,514	–	–	0.13%	90
2020 Q4	$211K	Sell	1,514 -77	-5%	-$10.8K	0.14%	84
2020 Q3	$221K	Hold	1,591	–	–	0.16%	72
2020 Q2	$190K	Hold	1,591	–	–	0.14%	79
2020 Q1	$175K	Hold	1,591	–	–	0.15%	74
2019 Q4	$199K	Hold	1,591	–	–	0.14%	86
2019 Q3	$198K	Hold	1,591	–	–	0.15%	83
2019 Q2	$174K	Sell	1,591 -23	-1%	-$2.45K	0.13%	88
2019 Q1	$168K	Hold	1,614	–	–	0.13%	89
2018 Q4	$148K	Hold	1,614	–	–	0.12%	88
2018 Q3	$134K	Sell	1,614 -100	-6%	-$8.18K	0.1%	101
2018 Q2	$134K	Buy	1,714 +634	+59%	+$47.7K	0.1%	105
2018 Q1	$86K	Sell	1,080 -5	-0.5%	-$417	0.07%	119
2017 Q4	$100K	Hold	1,085	–	–	0.08%	101
2017 Q3	$99K	Buy	1,085 +210	+24%	+$19.1K	0.08%	100
2017 Q2	$76K	Sell	875 -258	-23%	-$22.7K	0.08%	62
2017 Q1	$102K	Buy	1,133 +100	+10%	+$8.87K	0.09%	95
2016 Q4	$87K	Hold	1,033	–	–	0.08%	102
2016 Q3	$93K	Hold	1,033	–	–	0.09%	87
2016 Q2	$87K	Sell	1,033 -50	-5%	-$4.1K	0.09%	85
2016 Q1	$89K	Hold	1,083	–	–	0.09%	86
2015 Q4	$86K	Sell	1,083 -50	-4%	-$3.82K	0.09%	89
2015 Q3	$82K	Sell	1,133 -195	-15%	-$14.6K	0.08%	88
2015 Q2	$104K	Hold	1,328	–	–	0.1%	78
2015 Q1	$109K	Hold	1,328	–	–	0.1%	83
2014 Q4	$121K	Buy	+1,328	New	+$117K	0.12%	72

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllSquare Wealth Management held its Procter & Gamble (PG) position steady in Q3 2025 at 1,464 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #104.

AllSquare Wealth Management first reported a position in PG in Q4 2014 and has held it in 44 quarters since. The position peaked at $254K in Q3 2024. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

AllSquare Wealth Management held 1,464 shares of Procter & Gamble worth $225K as of Q3 2025.
AllSquare Wealth Management left its Procter & Gamble share count unchanged in Q3 2025.
Procter & Gamble made up 0.12% of AllSquare Wealth Management's portfolio in Q3 2025, its #104 holding.
AllSquare Wealth Management first reported a position in Procter & Gamble in Q4 2014 and has held it in 44 quarters since.
AllSquare Wealth Management's Procter & Gamble position peaked at $254K in Q3 2024.
3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.