Alta Wealth Advisors’s Procter & Gamble PG Stock Holding History

Alta Wealth Advisors’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
2026 Q1	–	Sell	-1,514	Closed	-$217K	–	176
2025 Q4	$217K	Buy	+1,514	New	+$223K	0.07%	154
2022 Q2	–	Sell	-2,661	Closed	-$407K	–	144
2022 Q1	$407K	Buy	2,661 +290	+12%	+$45.4K	0.24%	113
2021 Q4	$388K	Buy	2,371 +21	+0.9%	+$3.12K	0.24%	115
2021 Q3	$329K	Sell	2,350 -7	-0.3%	-$992	0.24%	121
2021 Q2	$318K	Buy	2,357 +1	+0%	+$135	0.23%	121
2021 Q1	$319K	Sell	2,356 -189	-7%	-$24.7K	0.27%	115
2020 Q4	$354K	Buy	+2,545	New	+$356K	0.3%	107

Other funds holding PG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Alta Wealth Advisors's PG Position: Q1 2026 in Review

Alta Wealth Advisors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,514 shares — an estimated $217K sold.

Alta Wealth Advisors first reported a position in PG in Q4 2020 and held it in 7 quarters. The position peaked at $407K in Q1 2022. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Alta Wealth Advisors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
Alta Wealth Advisors sold 1,514 Procter & Gamble shares in Q1 2026, an estimated $217K.
Alta Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and held it in 7 quarters.
Alta Wealth Advisors's Procter & Gamble position peaked at $407K in Q1 2022.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.