Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Hold |
8,499
| – | – | 0.32% | 37 |
|
|
2025
Q2 | $1.35M | Sell |
8,499
-170
| -2% | -$27.7K | 0.31% | 36 |
|
|
2025
Q1 | $1.48M | Hold |
8,669
| – | – | 0.37% | 31 |
|
|
2024
Q4 | $1.45M | Sell |
8,669
-429
| -5% | -$73.1K | 0.37% | 30 |
|
|
2024
Q3 | $1.58M | Buy |
9,098
+419
| +5% | +$71.1K | 0.39% | 29 |
|
|
2024
Q2 | $1.43M | Sell |
8,679
-275
| -3% | -$45K | 0.38% | 30 |
|
|
2024
Q1 | $1.45M | Buy |
8,954
+275
| +3% | +$43.1K | 0.37% | 30 |
|
|
2023
Q4 | $1.27M | Hold |
8,679
| – | – | 0.36% | 32 |
|
|
2023
Q3 | $1.27M | Hold |
8,679
| – | – | 0.39% | 30 |
|
|
2023
Q2 | $1.32M | Sell |
8,679
-20
| -0.2% | -$3.01K | 0.4% | 27 |
|
|
2023
Q1 | $1.29M | Buy |
8,699
+60
| +0.7% | +$8.58K | 0.4% | 25 |
|
|
2022
Q4 | $1.31M | Buy |
8,639
+239
| +3% | +$33.5K | 0.44% | 24 |
|
|
2022
Q3 | $1.06M | Buy |
8,400
+1,740
| +26% | +$247K | 0.43% | 19 |
|
|
2022
Q2 | $958K | Hold |
6,660
| – | – | 0.33% | 25 |
|
|
2022
Q1 | $1.02M | Hold |
6,660
| – | – | 0.31% | 29 |
|
|
2021
Q4 | $1.09M | Hold |
6,660
| – | – | 0.36% | 23 |
|
|
2021
Q3 | $931K | Hold |
6,660
| – | – | 0.3% | 27 |
|
|
2021
Q2 | $899K | Hold |
6,660
| – | – | 0.32% | 24 |
|
|
2021
Q1 | $902K | Hold |
6,660
| – | – | 0.33% | 25 |
|
|
2020
Q4 | $927K | Hold |
6,660
| – | – | 0.32% | 24 |
|
|
2020
Q3 | $926K | Sell |
6,660
-38
| -0.6% | -$5.04K | 0.35% | 25 |
|
|
2020
Q2 | $801K | Buy |
6,698
+10
| +0.1% | +$1.17K | 0.32% | 23 |
|
|
2020
Q1 | $736K | Hold |
6,688
| – | – | 0.33% | 25 |
|
|
2019
Q4 | $835K | Hold |
6,688
| – | – | 0.33% | 29 |
|
|
2019
Q3 | $832K | Hold |
6,688
| – | – | 0.34% | 26 |
|
|
2019
Q2 | $733K | Sell |
6,688
-182
| -3% | -$19.4K | 0.32% | 26 |
|
|
2019
Q1 | $715K | Buy |
6,870
+601
| +10% | +$58.5K | 0.32% | 25 |
|
|
2018
Q4 | $576K | Sell |
6,269
-304
| -5% | -$27.2K | 0.27% | 42 |
|
|
2018
Q3 | $547K | Buy |
6,573
+157
| +2% | +$12.8K | 0.25% | 37 |
|
|
2018
Q2 | $501K | Sell |
6,416
-1,891
| -23% | -$142K | 0.24% | 35 |
|
|
2018
Q1 | $659K | Buy |
8,307
+1
| +0% | +$83 | 0.34% | 27 |
|
|
2017
Q4 | $763K | Buy |
8,306
+201
| +2% | +$18.1K | 0.47% | 21 |
|
|
2017
Q3 | $737K | Buy |
8,105
+272
| +3% | +$24.8K | 0.48% | 20 |
|
|
2017
Q2 | $682K | Buy |
7,833
+447
| +6% | +$39.4K | 0.47% | 24 |
|
|
2017
Q1 | $664K | Sell |
7,386
-425
| -5% | -$37.7K | 0.48% | 24 |
|
|
2016
Q4 | $657K | Buy |
7,811
+50
| +0.6% | +$4.26K | 0.59% | 27 |
|
|
2016
Q3 | $696K | Hold |
7,761
| – | – | 0.74% | 17 |
|
|
2016
Q2 | $657K | Sell |
7,761
-900
| -10% | -$73.9K | 0.73% | 18 |
|
|
2016
Q1 | $713K | Buy |
8,661
+600
| +7% | +$48.3K | 0.65% | 17 |
|
|
2015
Q4 | $640K | Buy |
8,061
+1,293
| +19% | +$98.8K | 0.51% | 27 |
|
|
2015
Q3 | $486K | Buy |
6,768
+300
| +5% | +$22.5K | 0.6% | 25 |
|
|
2015
Q2 | $516K | Buy |
6,468
+200
| +3% | +$16.1K | 0.56% | 30 |
|
|
2015
Q1 | $514K | Hold |
6,268
| – | – | 0.52% | 23 |
|
|
2014
Q4 | $572K | Buy |
+6,268
| New | +$551K | 0.61% | 24 |
|
Other funds holding PG
Burt Wealth Advisors's PG Position: Q3 2025 in Review
Burt Wealth Advisors held its Procter & Gamble (PG) position steady in Q3 2025 at 8,499 shares worth $1.31M. The position accounts for 0.32% of the portfolio, ranked #37.
Burt Wealth Advisors first reported a position in PG in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.58M in Q3 2024. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.
- Burt Wealth Advisors held 8,499 shares of Procter & Gamble worth $1.31M as of Q3 2025.
- Burt Wealth Advisors left its Procter & Gamble share count unchanged in Q3 2025.
- Procter & Gamble made up 0.32% of Burt Wealth Advisors's portfolio in Q3 2025, its #37 holding.
- Burt Wealth Advisors first reported a position in Procter & Gamble in Q4 2014 and has held it in 44 quarters since.
- Burt Wealth Advisors's Procter & Gamble position peaked at $1.58M in Q3 2024.
- 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.