Axiom Financial Strategies’s Procter & Gamble PG Stock Holding History

Axiom Financial Strategies’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 Q2	–	Sell	-1,182	Closed	-$201K	–	56
2025 Q1	$201K	Buy	+1,182	New	+$198K	0.12%	47
2022 Q4	–	Sell	-1,660	Closed	-$210K	–	61
2022 Q3	$210K	Sell	1,660 -68	-4%	-$9.66K	0.11%	66
2022 Q2	$248K	Hold	1,728	–	–	0.13%	58
2022 Q1	$276K	Buy	1,728 +113	+7%	+$17.7K	0.14%	52
2021 Q4	$264K	Sell	1,615 -80	-5%	-$11.9K	0.12%	62
2021 Q3	$237K	Buy	1,695 +4	+0.2%	+$567	0.11%	64
2021 Q2	$228K	Sell	1,691 -66	-4%	-$8.93K	0.11%	65
2021 Q1	$238K	Buy	1,757 +7	+0.4%	+$913	0.12%	61
2020 Q4	$243K	Hold	1,750	–	–	0.15%	57
2020 Q3	$243K	Sell	1,750 -368	-17%	-$48.9K	0.15%	57
2020 Q2	$253K	Sell	2,118 -32	-1%	-$3.73K	0.16%	51
2020 Q1	$237K	Buy	+2,150	New	+$258K	0.19%	50

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Axiom Financial Strategies's PG Position: Q2 2025 in Review

Axiom Financial Strategies sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,182 shares — an estimated $201K sold.

Axiom Financial Strategies first reported a position in PG in Q1 2020 and held it in 12 quarters. The position peaked at $276K in Q1 2022. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Axiom Financial Strategies reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
Axiom Financial Strategies sold 1,182 Procter & Gamble shares in Q2 2025, an estimated $201K.
Axiom Financial Strategies first reported a position in Procter & Gamble in Q1 2020 and held it in 12 quarters.
Axiom Financial Strategies's Procter & Gamble position peaked at $276K in Q1 2022.
3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Axiom Financial Strategies's 13F filing for Q2 2025, filed 30 Jul 2025.