Avidian Wealth Enterprises’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.94M | Buy |
20,035
+1,563
| +8% | +$227K | 0.08% | 154 |
|
|
2026
Q1 | $2.67M | Buy |
18,472
+1,791
| +11% | +$272K | 0.08% | 152 |
|
|
2025
Q4 | $2.39M | Sell |
16,681
-361
| -2% | -$53.2K | 0.09% | 123 |
|
|
2025
Q3 | $2.62M | Buy |
17,042
+584
| +4% | +$91.2K | 0.1% | 112 |
|
|
2025
Q2 | $2.62M | Sell |
16,458
-38
| -0.2% | -$6.2K | 0.11% | 101 |
|
|
2025
Q1 | $2.81M | Buy |
16,496
+482
| +3% | +$80.7K | 0.13% | 101 |
|
|
2024
Q4 | $2.68M | Buy |
16,014
+25
| +0.2% | +$4.26K | 0.12% | 103 |
|
|
2024
Q3 | $2.77M | Buy |
15,989
+86
| +0.5% | +$14.6K | 0.13% | 94 |
|
|
2024
Q2 | $2.62M | Sell |
15,903
-400
| -2% | -$65.4K | 0.11% | 102 |
|
|
2024
Q1 | $2.65M | Sell |
16,303
-189
| -1% | -$29.6K | 0.13% | 92 |
|
|
2023
Q4 | $2.42M | Buy |
16,492
+171
| +1% | +$25.3K | 0.15% | 94 |
|
|
2023
Q3 | $2.38M | Sell |
16,321
-1,062
| -6% | -$162K | 0.17% | 93 |
|
|
2023
Q2 | $2.64M | Sell |
17,383
-19,570
| -53% | -$2.95M | 0.17% | 95 |
|
|
2023
Q1 | $5.49M | Buy |
36,953
+847
| +2% | +$121K | 0.3% | 69 |
|
|
2022
Q4 | $5.47M | Buy |
36,106
+5,337
| +17% | +$748K | 0.36% | 62 |
|
|
2022
Q3 | $3.88M | Sell |
30,769
-580
| -2% | -$82.4K | 0.28% | 66 |
|
|
2022
Q2 | $4.51M | Buy |
31,349
+316
| +1% | +$47.5K | 0.32% | 63 |
|
|
2022
Q1 | $4.74M | Sell |
31,033
-958
| -3% | -$150K | 0.29% | 67 |
|
|
2021
Q4 | $5.23M | Buy |
31,991
+3,668
| +13% | +$545K | 0.33% | 59 |
|
|
2021
Q3 | $3.96M | Buy |
28,323
+2,695
| +11% | +$382K | 0.3% | 57 |
|
|
2021
Q2 | $3.46M | Buy |
25,628
+821
| +3% | +$111K | 0.27% | 62 |
|
|
2021
Q1 | $3.36M | Buy |
24,807
+871
| +4% | +$114K | 0.29% | 58 |
|
|
2020
Q4 | $3.33M | Buy |
23,936
+2,742
| +13% | +$383K | 0.32% | 52 |
|
|
2020
Q3 | $2.95M | Buy |
21,194
+1,783
| +9% | +$237K | 0.33% | 54 |
|
|
2020
Q2 | $2.32M | Buy |
19,411
+1,638
| +9% | +$191K | 0.31% | 55 |
|
|
2020
Q1 | $1.96M | Buy |
17,773
+10,088
| +131% | +$1.21M | 0.31% | 44 |
|
|
2019
Q4 | $960K | Buy |
7,685
+238
| +3% | +$29.1K | 0.14% | 67 |
|
|
2019
Q3 | $926K | Buy |
7,447
+2,319
| +45% | +$274K | 0.15% | 62 |
|
|
2019
Q2 | $562K | Buy |
5,128
+446
| +10% | +$47.5K | 0.13% | 63 |
|
|
2019
Q1 | $487K | Buy |
4,682
+12
| +0.3% | +$1.17K | 0.11% | 68 |
|
|
2018
Q4 | $429K | Buy |
+4,670
| New | +$417K | 0.15% | 48 |
|
Other funds holding PG
Avidian Wealth Enterprises's PG Position: Q2 2026 in Review
Avidian Wealth Enterprises increased its Procter & Gamble (PG) stake by 8.5% in Q2 2026, buying an estimated $227K and bringing the position to 20,035 shares worth $2.94M. The position accounts for 0.08% of the portfolio, ranked #154.
Avidian Wealth Enterprises first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.49M in Q1 2023. 4,000 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Avidian Wealth Enterprises held 20,035 shares of Procter & Gamble worth $2.94M as of Q2 2026.
- Avidian Wealth Enterprises bought 1,563 Procter & Gamble shares in Q2 2026, an estimated $227K.
- Procter & Gamble made up 0.08% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #154 holding.
- Avidian Wealth Enterprises first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
- Avidian Wealth Enterprises's Procter & Gamble position peaked at $5.49M in Q1 2023.
- 4,000 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.