Alpha Cubed Investments’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.47M Sell
10,267
-269
-3% -$39.7K 0.05% 95
2025
Q3
$1.62M Sell
10,536
-1,735
-14% -$271K 0.06% 95
2025
Q2
$1.96M Buy
12,271
+992
+9% +$162K 0.07% 94
2025
Q1
$1.92M Buy
11,279
+1,623
+17% +$272K 0.09% 91
2024
Q4
$1.62M Sell
9,656
-343
-3% -$58.4K 0.07% 93
2024
Q3
$1.73M Sell
9,999
-1,502
-13% -$255K 0.08% 91
2024
Q2
$1.9M Buy
11,501
+2,612
+29% +$427K 0.09% 90
2024
Q1
$1.44M Sell
8,889
-471
-5% -$73.9K 0.08% 99
2023
Q4
$1.37M Sell
9,360
-245
-3% -$36.3K 0.08% 103
2023
Q3
$1.4M Sell
9,605
-1,271
-12% -$194K 0.09% 92
2023
Q2
$1.65M Sell
10,876
-1,242
-10% -$187K 0.11% 89
2023
Q1
$1.8M Sell
12,118
-73,370
-86% -$10.5M 0.13% 88
2022
Q4
$13M Sell
85,488
-17,175
-17% -$2.41M 0.98% 39
2022
Q3
$13M Buy
102,663
+1,806
+2% +$257K 1.01% 37
2022
Q2
$14.5M Buy
100,857
+1,706
+2% +$256K 1.05% 31
2022
Q1
$15.2M Buy
99,151
+1,445
+1% +$226K 0.97% 34
2021
Q4
$16M Buy
97,706
+307
+0.3% +$45.6K 1.05% 34
2021
Q3
$13.6M Sell
97,399
-626
-0.6% -$88.7K 1.02% 34
2021
Q2
$13.2M Buy
98,025
+4,887
+5% +$661K 0.96% 37
2021
Q1
$12.6M Buy
93,138
+10,981
+13% +$1.43M 0.98% 32
2020
Q4
$11.4M Sell
82,157
-374
-0.5% -$52.3K 0.98% 32
2020
Q3
$11.5M Sell
82,531
-3,158
-4% -$419K 1.1% 32
2020
Q2
$10.2M Sell
85,689
-14
-0% -$1.63K 1.12% 30
2020
Q1
$9.43M Buy
85,703
+74,369
+656% +$8.93M 1.13% 29
2019
Q4
$1.42M Buy
11,334
+31
+0.3% +$3.79K 0.15% 89
2019
Q3
$1.41M Sell
11,303
-52,633
-82% -$6.22M 0.16% 85
2019
Q2
$7.01M Buy
63,936
+692
+1% +$73.8K 0.81% 39
2019
Q1
$6.58M Buy
63,244
+1,860
+3% +$181K 0.8% 40
2018
Q4
$5.64M Sell
61,384
-1,489
-2% -$133K 0.85% 36
2018
Q3
$5.49M Buy
62,873
+3,221
+5% +$263K 0.64% 43
2018
Q2
$4.66M Sell
59,652
-102,069
-63% -$7.68M 0.6% 47
2018
Q1
$12.8M Sell
161,721
-62,691
-28% -$5.23M 1.67% 24
2017
Q4
$20.6M Buy
224,412
+26,025
+13% +$2.34M 2.69% 5
2017
Q3
$18M Buy
198,387
+5,917
+3% +$539K 2.72% 5
2017
Q2
$16.8M Buy
192,470
+44,465
+30% +$3.92M 2.88% 4
2017
Q1
$13.3M Sell
148,005
-7,913
-5% -$702K 2.72% 7
2016
Q4
$13.1M Buy
155,918
+21,662
+16% +$1.85M 3.15% 3
2016
Q3
$12M Sell
134,256
-127
-0.1% -$11K 3.24% 2
2016
Q2
$11.4M Sell
134,383
-56,690
-30% -$4.65M 3.92% 2
2016
Q1
$15.7M Sell
191,073
-4,687
-2% -$378K 4.8% 2
2015
Q4
$15.5M Sell
195,760
-235
-0.1% -$18K 4.06% 2
2015
Q3
$15M Buy
195,995
+51,124
+35% +$3.83M 3.92% 2
2015
Q2
$11.3M Buy
144,871
+35,674
+33% +$2.87M 3.04% 3
2015
Q1
$8.95M Buy
+109,197
New +$9.39M 2.78% 3
2014
Q1
Sell
-2,683
Closed -$218K 196
2013
Q4
$218K Buy
+2,683
New +$219K 0.08% 197

Other funds holding PG

Alpha Cubed Investments's PG Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Procter & Gamble (PG) stake by 2.6% in Q4 2025, selling an estimated $39.7K and leaving 10,267 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #95.

Alpha Cubed Investments first reported a position in PG in Q4 2013 and has held it in 45 quarters since. The position peaked at $20.6M in Q4 2017. 4,022 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Alpha Cubed Investments held 10,267 shares of Procter & Gamble worth $1.47M as of Q4 2025.
  • Alpha Cubed Investments sold 269 Procter & Gamble shares in Q4 2025, an estimated $39.7K.
  • Procter & Gamble made up 0.05% of Alpha Cubed Investments's portfolio in Q4 2025, its #95 holding.
  • Alpha Cubed Investments first reported a position in Procter & Gamble in Q4 2013 and has held it in 45 quarters since.
  • Alpha Cubed Investments's Procter & Gamble position peaked at $20.6M in Q4 2017.
  • 4,022 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.