Bell & Brown Wealth Advisors’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 | $2.93M | Buy |
20,010
+949
| +5% | +$138K | 0.89% | 43 |
|
|
2026
Q1 | $2.75M | Buy |
19,061
+526
| +3% | +$79.7K | 0.89% | 43 |
|
|
2025
Q4 | $2.66M | Buy |
18,535
+304
| +2% | +$44.8K | 0.85% | 40 |
|
|
2025
Q3 | $2.8M | Buy |
18,231
+164
| +0.9% | +$25.6K | 0.92% | 42 |
|
|
2025
Q2 | $2.88M | Buy |
18,067
+219
| +1% | +$35.7K | 1.03% | 38 |
|
|
2025
Q1 | $3.04M | Buy |
17,848
+487
| +3% | +$81.6K | 1.19% | 37 |
|
|
2024
Q4 | $2.91M | Buy |
17,361
+477
| +3% | +$81.2K | 1.08% | 35 |
|
|
2024
Q3 | $2.92M | Buy |
16,884
+300
| +2% | +$50.9K | 1.14% | 37 |
|
|
2024
Q2 | $2.74M | Buy |
16,584
+597
| +4% | +$97.6K | 1.05% | 33 |
|
|
2024
Q1 | $2.59M | Buy |
15,987
+345
| +2% | +$54.1K | 1.11% | 35 |
|
|
2023
Q4 | $2.29M | Buy |
+15,642
| New | +$2.32M | 1.06% | 39 |
|
|
2023
Q2 | $2.36M | Sell |
15,529
-61
| -0.4% | -$9.19K | 1.18% | 37 |
|
|
2023
Q1 | $2.32M | Sell |
15,590
-5
| -0% | -$715 | 1.24% | 38 |
|
|
2022
Q4 | $2.36M | Buy |
15,595
+153
| +1% | +$21.4K | 1.3% | 36 |
|
|
2022
Q3 | $1.95M | Sell |
15,442
-321
| -2% | -$45.6K | 1.2% | 36 |
|
|
2022
Q2 | $2.27M | Buy |
15,763
+108
| +0.7% | +$16.2K | 1.21% | 33 |
|
|
2022
Q1 | $2.39M | Buy |
15,655
+233
| +2% | +$36.5K | 1.08% | 37 |
|
|
2021
Q4 | $2.46M | Buy |
15,422
+768
| +5% | +$114K | 1.19% | 37 |
|
|
2021
Q3 | $2.05M | Buy |
+14,654
| New | +$2.08M | 1.1% | 36 |
|
|
2020
Q3 | $1.7M | Sell |
11,819
-304
| -3% | -$40.4K | 1.23% | 32 |
|
|
2020
Q2 | $1.62M | Sell |
12,123
-109
| -0.9% | -$12.7K | 1.26% | 30 |
|
|
2020
Q1 | $1.42M | Sell |
12,232
-36
| -0.3% | -$4.32K | 1.31% | 32 |
|
|
2019
Q4 | $1.54M | Sell |
12,268
-529
| -4% | -$64.7K | 1.15% | 33 |
|
|
2019
Q3 | $1.58M | Sell |
12,797
-15
| -0.1% | -$1.77K | 1.3% | 34 |
|
|
2019
Q2 | $1.41M | Sell |
12,812
-356
| -3% | -$37.9K | 1.24% | 34 |
|
|
2019
Q1 | $1.37M | Buy |
13,168
+121
| +0.9% | +$11.8K | 1.25% | 32 |
|
|
2018
Q4 | $1.2M | Sell |
13,047
-333
| -2% | -$29.8K | 1.28% | 32 |
|
|
2018
Q3 | $1.19M | Buy |
13,380
+1,570
| +13% | +$128K | 1.1% | 38 |
|
|
2018
Q2 | $922K | Buy |
11,810
+6,937
| +142% | +$522K | 0.91% | 46 |
|
|
2018
Q1 | $352K | Buy |
4,873
+102
| +2% | +$8.5K | 0.37% | 70 |
|
|
2017
Q4 | $438K | Buy |
+4,771
| New | +$429K | 0.45% | 68 |
|
Other funds holding PG
Bell & Brown Wealth Advisors's PG Position: Q2 2026 in Review
Bell & Brown Wealth Advisors increased its Procter & Gamble (PG) stake by 5% in Q2 2026, buying an estimated $138K and bringing the position to 20,010 shares worth $2.93M. The position accounts for 0.89% of the portfolio, ranked #43.
Bell & Brown Wealth Advisors first reported a position in PG in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.04M in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Bell & Brown Wealth Advisors held 20,010 shares of Procter & Gamble worth $2.93M as of Q2 2026.
- Bell & Brown Wealth Advisors bought 949 Procter & Gamble shares in Q2 2026, an estimated $138K.
- Procter & Gamble made up 0.89% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #43 holding.
- Bell & Brown Wealth Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 31 quarters since.
- Bell & Brown Wealth Advisors's Procter & Gamble position peaked at $3.04M in Q1 2025.
- 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.