Beacon Investment Advisory Services’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 | $603K | Buy |
4,115
+29
| +0.7% | +$4.22K | 0.02% | 172 |
|
|
2026
Q1 | $590K | Sell |
4,086
-739
| -15% | -$112K | 0.02% | 172 |
|
|
2025
Q4 | $692K | Sell |
4,825
-447
| -8% | -$65.9K | 0.03% | 154 |
|
|
2025
Q3 | $810K | Sell |
5,272
-333
| -6% | -$52K | 0.03% | 139 |
|
|
2025
Q2 | $893K | Buy |
5,605
+46
| +0.8% | +$7.51K | 0.04% | 136 |
|
|
2025
Q1 | $947K | Sell |
5,559
-506
| -8% | -$84.8K | 0.04% | 134 |
|
|
2024
Q4 | $1.02M | Sell |
6,065
-282
| -4% | -$48K | 0.04% | 131 |
|
|
2024
Q3 | $1.1M | Buy |
6,347
+49
| +0.8% | +$8.32K | 0.05% | 135 |
|
|
2024
Q2 | $1.04M | Sell |
6,298
-514
| -8% | -$84K | 0.04% | 135 |
|
|
2024
Q1 | $1.11M | Sell |
6,812
-473
| -6% | -$74.2K | 0.05% | 132 |
|
|
2023
Q4 | $1.07M | Sell |
7,285
-3,409
| -32% | -$505K | 0.05% | 140 |
|
|
2023
Q3 | $1.56M | Hold |
10,694
| – | – | 0.08% | 130 |
|
|
2023
Q2 | $1.62M | Sell |
10,694
-98
| -0.9% | -$14.8K | 0.07% | 135 |
|
|
2023
Q1 | $1.6M | Sell |
10,792
-517
| -5% | -$73.9K | 0.08% | 132 |
|
|
2022
Q4 | $1.71M | Buy |
11,309
+2
| +0% | +$280 | 0.09% | 126 |
|
|
2022
Q3 | $1.43M | Buy |
11,307
+346
| +3% | +$49.2K | 0.08% | 131 |
|
|
2022
Q2 | $1.58M | Buy |
10,961
+257
| +2% | +$38.6K | 0.08% | 134 |
|
|
2022
Q1 | $1.64M | Sell |
10,704
-1,172
| -10% | -$183K | 0.07% | 136 |
|
|
2021
Q4 | $1.94M | Sell |
11,876
-550
| -4% | -$81.7K | 0.08% | 136 |
|
|
2021
Q3 | $1.74M | Buy |
12,426
+343
| +3% | +$48.6K | 0.07% | 143 |
|
|
2021
Q2 | $1.63M | Sell |
12,083
-44
| -0.4% | -$5.95K | 0.07% | 142 |
|
|
2021
Q1 | $1.64M | Sell |
12,127
-3,918
| -24% | -$511K | 0.07% | 138 |
|
|
2020
Q4 | $2.23M | Buy |
16,045
+7,489
| +88% | +$1.05M | 0.1% | 128 |
|
|
2020
Q3 | $1.19M | Buy |
8,556
+21
| +0.2% | +$2.79K | 0.06% | 140 |
|
|
2020
Q2 | $1.02M | Sell |
8,535
-69
| -0.8% | -$8.05K | 0.06% | 142 |
|
|
2020
Q1 | $946K | Sell |
8,604
-2,219
| -21% | -$266K | 0.07% | 135 |
|
|
2019
Q4 | $1.35M | Buy |
10,823
+3,977
| +58% | +$487K | 0.07% | 133 |
|
|
2019
Q3 | $852K | Sell |
6,846
-670
| -9% | -$79.2K | 0.09% | 122 |
|
|
2019
Q2 | $824K | Sell |
7,516
-6,000
| -44% | -$640K | 0.09% | 117 |
|
|
2019
Q1 | $1.41M | Sell |
13,516
-1,346
| -9% | -$131K | 0.15% | 98 |
|
|
2018
Q4 | $1.37M | Sell |
14,862
-618
| -4% | -$55.2K | 0.15% | 103 |
|
|
2018
Q3 | $1.29M | Sell |
15,480
-824
| -5% | -$67.4K | 0.13% | 109 |
|
|
2018
Q2 | $1.27M | Sell |
16,304
-1,459
| -8% | -$110K | 0.13% | 108 |
|
|
2018
Q1 | $1.41M | Buy |
17,763
+1,019
| +6% | +$85K | 0.15% | 103 |
|
|
2017
Q4 | $1.54M | Sell |
16,744
-2,461
| -13% | -$221K | 0.16% | 104 |
|
|
2017
Q3 | $1.75M | Buy |
19,205
+16,422
| +590% | +$1.5M | 0.15% | 107 |
|
|
2017
Q2 | $243K | Sell |
2,783
-673
| -19% | -$59.3K | 0.04% | 98 |
|
|
2017
Q1 | $311K | Sell |
3,456
-1,700
| -33% | -$151K | 0.06% | 66 |
|
|
2016
Q4 | $434K | Sell |
5,156
-852
| -14% | -$72.6K | 0.08% | 38 |
|
|
2016
Q3 | $539K | Buy |
6,008
+130
| +2% | +$11.3K | 0.12% | 27 |
|
|
2016
Q2 | $498K | Hold |
5,878
| – | – | 0.11% | 32 |
|
|
2016
Q1 | $484K | Hold |
5,878
| – | – | 0.1% | 30 |
|
|
2015
Q4 | $467K | Hold |
5,878
| – | – | 0.09% | 30 |
|
|
2015
Q3 | $423K | Hold |
5,878
| – | – | 0.08% | 28 |
|
|
2015
Q2 | $460K | Buy |
+5,878
| New | +$473K | 0.07% | 30 |
|
Other funds holding PG
Beacon Investment Advisory Services's PG Position: Q2 2026 in Review
Beacon Investment Advisory Services increased its Procter & Gamble (PG) stake by 0.71% in Q2 2026, buying an estimated $4.22K and bringing the position to 4,115 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #172.
Beacon Investment Advisory Services first reported a position in PG in Q2 2015 and has held it in 45 quarters since. The position peaked at $2.23M in Q4 2020. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Beacon Investment Advisory Services held 4,115 shares of Procter & Gamble worth $603K as of Q2 2026.
- Beacon Investment Advisory Services bought 29 Procter & Gamble shares in Q2 2026, an estimated $4.22K.
- Procter & Gamble made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #172 holding.
- Beacon Investment Advisory Services first reported a position in Procter & Gamble in Q2 2015 and has held it in 45 quarters since.
- Beacon Investment Advisory Services's Procter & Gamble position peaked at $2.23M in Q4 2020.
- 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.