AWA
PG icon

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

AmeriServ 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
2025
Q3 		– Sell
-1,313
Closed -$209K – 60
2025
Q2 		$209K Hold
1,313
– – 0.1% 56
2025
Q1 		$224K Sell
1,313
-63
-5% -$10.6K 0.13% 56
2024
Q4 		$231K Buy
+1,376
New +$234K 0.12% 57
2021
Q2 		– Sell
-1,596
Closed -$216K – 72
2021
Q1 		$216K Sell
1,596
-1,053
-40% -$137K 0.19% 60
2020
Q4 		$369K Buy
+2,649
New +$370K 0.36% 45
2019
Q3 		$398K Sell
3,206
-274
-8% -$32.4K 0.54% 35
2019
Q2 		$381K Buy
+3,480
New +$371K 0.5% 38
2018
Q2 		– Sell
-5,000
Closed -$364K – 80
2018
Q1 		$364K Buy
+5,000
New +$417K 0.41% 48
2015
Q3 		– Sell
-5,733
Closed -$449K – 125
2015
Q2 		$449K Buy
5,733
+1,550
+37% +$125K 0.52% 42
2015
Q1 		$343K Sell
4,183
-3,788
-48% -$326K 0.4% 56
2014
Q4 		$726K Buy
7,971
+1,227
+18% +$108K 0.7% 31
2014
Q3 		$565K Sell
6,744
-61
-0.9% -$5K 0.98% 38
2014
Q2 		$535K Sell
6,805
-3,488
-34% -$281K 0.57% 50
2014
Q1 		$830K Sell
10,293
-19,054
-65% -$1.5M 0.83% 31
2013
Q4 		$2.39M Buy
29,347
+2,727
+10% +$222K 1.42% 9
2013
Q3 		$2.01M Buy
26,620
+25
+0.1% +$1.99K 1.28% 13
2013
Q2 		$2.05M Buy
+26,595
New +$2.09M 1.32% 11

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AmeriServ Wealth Advisors's PG Position: Q3 2025 in Review

AmeriServ Wealth Advisors sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,313 shares — an estimated $209K sold.

AmeriServ Wealth Advisors first reported a position in PG in Q2 2013 and held it in 17 quarters. The position peaked at $2.39M in Q4 2013. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • AmeriServ Wealth Advisors reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 1,313 Procter & Gamble shares in Q3 2025, an estimated $209K.
  • AmeriServ Wealth Advisors first reported a position in Procter & Gamble in Q2 2013 and held it in 17 quarters.
  • AmeriServ Wealth Advisors's Procter & Gamble position peaked at $2.39M in Q4 2013.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.