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Carolinas Wealth Consulting’s Procter & Gamble PG Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-82,783
Closed -$536K – 683
2025
Q1 		$536K Sell
82,783
-1,011
-1% -$169K 0.12% 94
2024
Q4 		$698K Buy
83,794
+12
+0% +$2.04K 0.14% 86
2024
Q3 		$717K Buy
83,782
+12,426
+17% +$2.11M 0.13% 85
2024
Q2 		$652K Sell
71,356
-414
-0.6% -$67.7K 0.13% 87
2024
Q1 		$710K Sell
71,770
-21,305
-23% -$3.34M 0.14% 79
2023
Q4 		$732K Sell
93,075
-478
-0.5% -$70.8K 0.16% 70
2023
Q3 		$819K Sell
93,553
-247
-0.3% -$37.7K 0.2% 63
2023
Q2 		$865K Buy
93,800
+5
+0% +$754 0.17% 77
2023
Q1 		$848K Buy
93,795
+654
+0.7% +$93.5K 0.18% 75
2022
Q4 		$870K Buy
93,141
+261
+0.3% +$36.6K 0.2% 68
2022
Q3 		$706K Sell
92,880
-24
-0% -$3.41K 0.18% 64
2022
Q2 		$796K Buy
92,904
+87,906
+1,759% +$13.2M 0.2% 63
2022
Q1 		$764K Sell
4,998
-374
-7% -$58.5K 0.17% 71
2021
Q4 		$879K Buy
5,372
+628
+13% +$93.2K 0.19% 62
2021
Q3 		$663K Sell
4,744
-735
-13% -$104K 0.15% 70
2021
Q2 		$739K Sell
5,479
-378
-6% -$51.1K 0.16% 66
2021
Q1 		$793K Sell
5,857
-268
-4% -$35K 0.19% 58
2020
Q4 		$852K Sell
6,125
-157
-2% -$21.9K 0.23% 51
2020
Q3 		$873K Buy
6,282
+1,994
+47% +$265K 0.29% 46
2020
Q2 		$513K Buy
4,288
+15
+0.4% +$1.75K 0.2% 56
2020
Q1 		$470K Buy
4,273
+2,333
+120% +$280K 0.25% 54
2019
Q4 		$240K Buy
+1,940
New +$237K 0.25% 53

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

Carolinas Wealth Consulting's PG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 82,783 shares — an estimated $536K sold.

Carolinas Wealth Consulting first reported a position in PG in Q4 2019 and held it in 22 quarters. The position peaked at $879K in Q4 2021. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 82,783 Procter & Gamble shares in Q2 2025, an estimated $536K.
  • Carolinas Wealth Consulting first reported a position in Procter & Gamble in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Procter & Gamble position peaked at $879K in Q4 2021.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.