BWA
PG icon

Bordeaux Wealth Advisors’s Procter & Gamble PG Stock Holding History

Bordeaux Wealth Advisors’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 		$384K Sell
2,410
-3,306
-58% -$540K 0.05% 106
2025
Q1 		$974K Buy
5,716
+860
+18% +$144K 0.18% 56
2024
Q4 		$814K Sell
4,856
-131
-3% -$22.3K 0.13% 67
2024
Q3 		$864K Buy
4,987
+895
+22% +$152K 0.16% 63
2024
Q2 		$675K Sell
4,092
-72
-2% -$11.8K 0.13% 68
2024
Q1 		$676K Sell
4,164
-1,261
-23% -$198K 0.22% 49
2023
Q4 		$795K Buy
5,425
+22
+0.4% +$3.26K 0.27% 44
2023
Q3 		$788K Sell
5,403
-304
-5% -$46.4K 0.32% 39
2023
Q2 		$866K Sell
5,707
-18
-0.3% -$2.71K 0.36% 35
2023
Q1 		$851K Buy
5,725
+24
+0.4% +$3.43K 0.44% 34
2022
Q4 		$864K Buy
5,701
+59
+1% +$8.27K 0.47% 31
2022
Q3 		$712K Sell
5,642
-410
-7% -$58.2K 0.45% 38
2022
Q2 		$870K Sell
6,052
-386
-6% -$58K 0.6% 31
2022
Q1 		$984K Sell
6,438
-635
-9% -$99.3K 0.53% 33
2021
Q4 		$1.16M Buy
7,073
+389
+6% +$57.8K 0.53% 32
2021
Q3 		$934K Buy
6,684
+194
+3% +$27.5K 0.53% 31
2021
Q2 		$876K Buy
6,490
+600
+10% +$81.2K 0.5% 33
2021
Q1 		$798K Sell
5,890
-23
-0.4% -$3K 0.55% 29
2020
Q4 		$823K Buy
+5,913
New +$826K 0.62% 23

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Bordeaux Wealth Advisors's PG Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its Procter & Gamble (PG) stake by 58% in Q2 2025, selling an estimated $540K and leaving 2,410 shares worth $384K. The position accounts for 0.05% of the portfolio, ranked #106.

Bordeaux Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2021. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Bordeaux Wealth Advisors held 2,410 shares of Procter & Gamble worth $384K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 3,306 Procter & Gamble shares in Q2 2025, an estimated $540K.
  • Procter & Gamble made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #106 holding.
  • Bordeaux Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 19 quarters since.
  • Bordeaux Wealth Advisors's Procter & Gamble position peaked at $1.16M in Q4 2021.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.