Capital Advisory Group 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
Q1 | – | Sell |
-3,497
| Closed | -$501K | – | 114 |
|
|
2025
Q4 | $501K | Sell |
3,497
-124
| -3% | -$18.3K | 0.15% | 113 |
|
|
2025
Q3 | $556K | Sell |
3,621
-67
| -2% | -$10.5K | 0.17% | 112 |
|
|
2025
Q2 | $588K | Buy |
3,688
+373
| +11% | +$60.9K | 0.21% | 97 |
|
|
2025
Q1 | $565K | Buy |
3,315
+311
| +10% | +$52.1K | 0.22% | 97 |
|
|
2024
Q4 | $504K | Buy |
3,004
+347
| +13% | +$59.1K | 0.18% | 109 |
|
|
2024
Q3 | $460K | Buy |
2,657
+60
| +2% | +$10.2K | 0.18% | 107 |
|
|
2024
Q2 | $428K | Buy |
2,597
+25
| +1% | +$4.09K | 0.18% | 101 |
|
|
2024
Q1 | $417K | Sell |
2,572
-239
| -9% | -$37.5K | 0.2% | 103 |
|
|
2023
Q4 | $412K | Sell |
2,811
-41
| -1% | -$6.07K | 0.22% | 93 |
|
|
2023
Q3 | $416K | Buy |
+2,852
| New | +$436K | 0.24% | 94 |
|
|
2023
Q2 | – | Sell |
-3,035
| Closed | -$451K | – | 130 |
|
|
2023
Q1 | $451K | Buy |
3,035
+304
| +11% | +$43.5K | 0.27% | 86 |
|
|
2022
Q4 | $414K | Sell |
2,731
-43
| -2% | -$6.03K | 0.28% | 83 |
|
|
2022
Q3 | $350K | Buy |
2,774
+259
| +10% | +$36.8K | 0.24% | 93 |
|
|
2022
Q2 | $389K | Sell |
2,515
-5
| -0.2% | -$751 | 0.23% | 90 |
|
|
2022
Q1 | $385K | Sell |
2,520
-263
| -9% | -$41.1K | 0.18% | 106 |
|
|
2021
Q4 | $455K | Sell |
2,783
-1,095
| -28% | -$163K | 0.2% | 102 |
|
|
2021
Q3 | $542K | Buy |
3,878
+210
| +6% | +$29.8K | 0.2% | 113 |
|
|
2021
Q2 | $495K | Buy |
3,668
+64
| +2% | +$8.66K | 0.18% | 117 |
|
|
2021
Q1 | $488K | Buy |
3,604
+564
| +19% | +$73.6K | 0.19% | 113 |
|
|
2020
Q4 | $423K | Buy |
3,040
+92
| +3% | +$12.9K | 0.18% | 105 |
|
|
2020
Q3 | $410K | Sell |
2,948
-51
| -2% | -$6.77K | 0.21% | 89 |
|
|
2020
Q2 | $359K | Buy |
2,999
+483
| +19% | +$56.3K | 0.2% | 85 |
|
|
2020
Q1 | $278K | Sell |
2,516
-947
| -27% | -$114K | 0.34% | 50 |
|
|
2019
Q4 | $430K | Buy |
3,463
+1,036
| +43% | +$127K | 0.23% | 59 |
|
|
2019
Q3 | $301K | Sell |
2,427
-60
| -2% | -$7.09K | 0.2% | 58 |
|
|
2019
Q2 | $272K | Buy |
2,487
+43
| +2% | +$4.58K | 0.18% | 63 |
|
|
2019
Q1 | $254K | Sell |
2,444
-1
| -0% | -$97 | 0.18% | 64 |
|
|
2018
Q4 | $225K | Sell |
2,445
-136
| -5% | -$12.2K | 0.17% | 66 |
|
|
2018
Q3 | $214K | Sell |
2,581
-259
| -9% | -$21.2K | 0.14% | 79 |
|
|
2018
Q2 | $222K | Buy |
2,840
+13
| +0.5% | +$978 | 0.16% | 69 |
|
|
2018
Q1 | $225K | Buy |
+2,827
| New | +$236K | 0.16% | 72 |
|
Other funds holding PG
VCM
VPM
Capital Advisory Group Advisory Services's PG Position: Q1 2026 in Review
Capital Advisory Group Advisory Services sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 3,497 shares — an estimated $501K sold.
Capital Advisory Group Advisory Services first reported a position in PG in Q1 2018 and held it in 31 quarters. The position peaked at $588K in Q2 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Capital Advisory Group Advisory Services reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
- Capital Advisory Group Advisory Services sold 3,497 Procter & Gamble shares in Q1 2026, an estimated $501K.
- Capital Advisory Group Advisory Services first reported a position in Procter & Gamble in Q1 2018 and held it in 31 quarters.
- Capital Advisory Group Advisory Services's Procter & Gamble position peaked at $588K in Q2 2025.
- 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.