Avior Wealth Management’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 | $3.15M | Sell |
21,926
-5,205
| -19% | -$758K | 0.08% | 198 |
|
|
2026
Q1 | $3.85M | Sell |
27,131
-183
| -0.7% | -$27.7K | 0.11% | 170 |
|
|
2025
Q4 | $3.85M | Buy |
27,314
+312
| +1% | +$46K | 0.12% | 133 |
|
|
2025
Q3 | $4.07M | Buy |
27,002
+198
| +0.7% | +$30.9K | 0.13% | 126 |
|
|
2025
Q2 | $4.19M | Sell |
26,804
-488
| -2% | -$79.7K | 0.14% | 117 |
|
|
2025
Q1 | $4.55M | Sell |
27,292
-3,159
| -10% | -$529K | 0.17% | 97 |
|
|
2024
Q4 | $5.01M | Sell |
30,451
-736
| -2% | -$125K | 0.18% | 96 |
|
|
2024
Q3 | $5.09M | Sell |
31,187
-493
| -2% | -$83.7K | 0.2% | 87 |
|
|
2024
Q2 | $4.95M | Sell |
31,680
-3,347
| -10% | -$547K | 0.21% | 85 |
|
|
2024
Q1 | $5.42M | Buy |
35,027
+5,296
| +18% | +$831K | 0.25% | 76 |
|
|
2023
Q4 | $4.15M | Buy |
29,731
+10
| +0% | +$1.48K | 0.25% | 78 |
|
|
2023
Q3 | $4.13M | Sell |
29,721
-19
| -0.1% | -$2.9K | 0.28% | 70 |
|
|
2023
Q2 | $4.29M | Buy |
29,740
+3,411
| +13% | +$514K | 0.28% | 70 |
|
|
2023
Q1 | $3.7M | Buy |
26,329
+2,847
| +12% | +$407K | 0.25% | 77 |
|
|
2022
Q4 | $3.33M | Buy |
23,482
+1,109
| +5% | +$155K | 0.25% | 83 |
|
|
2022
Q3 | $2.69M | Sell |
22,373
-202
| -0.9% | -$28.7K | 0.22% | 90 |
|
|
2022
Q2 | $3.05M | Sell |
22,575
-17,587
| -44% | -$2.64M | 0.31% | 69 |
|
|
2022
Q1 | $5.91M | Sell |
40,162
-715
| -2% | -$112K | 0.51% | 36 |
|
|
2021
Q4 | $6.41M | Buy |
40,877
+21,964
| +116% | +$3.26M | 0.53% | 39 |
|
|
2021
Q3 | $2.46M | Sell |
18,913
-43
| -0.2% | -$6.09K | 0.2% | 95 |
|
|
2021
Q2 | $2.39M | Buy |
18,956
+12
| +0.1% | +$1.62K | 0.24% | 93 |
|
|
2021
Q1 | $2.4M | Sell |
18,944
-1,649
| -8% | -$215K | 0.26% | 89 |
|
|
2020
Q4 | $2.68M | Sell |
20,593
-647
| -3% | -$90.4K | 0.33% | 72 |
|
|
2020
Q3 | $2.77M | Buy |
21,240
+1,629
| +8% | +$216K | 0.4% | 58 |
|
|
2020
Q2 | $2.31M | Sell |
19,611
-3,918
| -17% | -$457K | 0.36% | 65 |
|
|
2020
Q1 | $2.56M | Sell |
23,529
-1,188
| -5% | -$143K | 0.51% | 49 |
|
|
2019
Q4 | $3.04M | Buy |
24,717
+85
| +0.3% | +$10.4K | 0.49% | 51 |
|
|
2019
Q3 | $3.02M | Sell |
24,632
-328
| -1% | -$38.8K | 0.53% | 47 |
|
|
2019
Q2 | $2.71M | Buy |
24,960
+634
| +3% | +$67.6K | 0.49% | 54 |
|
|
2019
Q1 | $2.51M | Sell |
24,326
-1,086
| -4% | -$106K | 0.53% | 47 |
|
|
2018
Q4 | $2.33M | Sell |
25,412
-2,071
| -8% | -$185K | 0.56% | 46 |
|
|
2018
Q3 | $2.3M | Sell |
27,483
-9
| -0% | -$736 | 0.49% | 52 |
|
|
2018
Q2 | $2.16M | Sell |
27,492
-774
| -3% | -$58.2K | 0.49% | 53 |
|
|
2018
Q1 | $2.26M | Sell |
28,266
-1,668
| -6% | -$139K | 0.52% | 47 |
|
|
2017
Q4 | $2.75M | Buy |
29,934
+13,525
| +82% | +$1.22M | 0.61% | 41 |
|
|
2017
Q3 | $1.49M | Buy |
16,409
+494
| +3% | +$45K | 0.49% | 66 |
|
|
2017
Q2 | $1.39M | Sell |
15,915
-2,802
| -15% | -$247K | 0.57% | 59 |
|
|
2017
Q1 | $1.68M | Buy |
18,717
+2,172
| +13% | +$193K | 0.56% | 53 |
|
|
2016
Q4 | $1.4M | Buy |
16,545
+752
| +5% | +$64.1K | 0.52% | 63 |
|
|
2016
Q3 | $1.41M | Buy |
15,793
+2,640
| +20% | +$229K | 0.55% | 55 |
|
|
2016
Q2 | $1.11M | Buy |
13,153
+387
| +3% | +$31.8K | 0.47% | 75 |
|
|
2016
Q1 | $1.05M | Buy |
12,766
+523
| +4% | +$42.1K | 0.47% | 78 |
|
|
2015
Q4 | $972K | Buy |
12,243
+1,099
| +10% | +$84K | 0.53% | 64 |
|
|
2015
Q3 | $803K | Buy |
11,144
+9,801
| +730% | +$735K | 0.47% | 71 |
|
|
2015
Q2 | $106K | Buy |
1,343
+447
| +50% | +$36K | 0.08% | 91 |
|
|
2015
Q1 | $74K | Buy |
896
+325
| +57% | +$27.9K | 0.06% | 116 |
|
|
2014
Q4 | $52K | Buy |
571
+171
| +43% | +$15K | 0.04% | 131 |
|
|
2014
Q3 | $34K | Buy |
400
+60
| +18% | +$4.92K | 0.03% | 153 |
|
|
2014
Q2 | $31K | Buy |
340
+216
| +174% | +$17.4K | 0.03% | 164 |
|
|
2014
Q1 | $10K | Buy |
+124
| New | +$9.77K | 0.01% | 231 |
|
Other funds holding PG
Avior Wealth Management's PG Position: Q2 2026 in Review
Avior Wealth Management reduced its Procter & Gamble (PG) stake by 19% in Q2 2026, selling an estimated $758K and leaving 21,926 shares worth $3.15M. The position accounts for 0.08% of the portfolio, ranked #198.
Avior Wealth Management first reported a position in PG in Q1 2014 and has held it in 50 quarters since. The position peaked at $6.41M in Q4 2021. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Avior Wealth Management held 21,926 shares of Procter & Gamble worth $3.15M as of Q2 2026.
- Avior Wealth Management sold 5,205 Procter & Gamble shares in Q2 2026, an estimated $758K.
- Procter & Gamble made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #198 holding.
- Avior Wealth Management first reported a position in Procter & Gamble in Q1 2014 and has held it in 50 quarters since.
- Avior Wealth Management's Procter & Gamble position peaked at $6.41M in Q4 2021.
- 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.