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Beirne Wealth Consulting Services’s Procter & Gamble PG Stock Holding History

Beirne Wealth Consulting Services’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
Q4 		– Sell
-3,547
Closed -$545K – 199
2025
Q3 		$545K Buy
+3,547
New +$554K 0.13% 95
2024
Q1 		– Sell
-2,163
Closed -$317K – 140
2023
Q4 		$317K Buy
+2,163
New +$320K 0.16% 101
2021
Q1 		– Sell
-2,504
Closed -$348K – 157
2020
Q4 		$348K Sell
2,504
-8
-0.3% -$1.12K 0.17% 95
2020
Q3 		$349K Buy
+2,512
New +$334K 0.2% 84
2019
Q2 		– Sell
-4,236
Closed -$441K – 178
2019
Q1 		$441K Sell
4,236
-88
-2% -$8.57K 0.35% 93
2018
Q4 		$397K Buy
+4,324
New +$387K 0.34% 96

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beirne Wealth Consulting Services's PG Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 3,547 shares — an estimated $545K sold.

Beirne Wealth Consulting Services first reported a position in PG in Q4 2018 and held it in 6 quarters. The position peaked at $545K in Q3 2025. 4,024 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 3,547 Procter & Gamble shares in Q4 2025, an estimated $545K.
  • Beirne Wealth Consulting Services first reported a position in Procter & Gamble in Q4 2018 and held it in 6 quarters.
  • Beirne Wealth Consulting Services's Procter & Gamble position peaked at $545K in Q3 2025.
  • 4,024 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.