Center for Wealth Management Advisory’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
$856K Buy
5,838
+243
+4% +$35.4K 0.54% 45
2026
Q1
$808K Sell
5,595
-195
-3% -$29.6K 0.58% 44
2025
Q4
$830K Buy
+5,790
New +$854K 0.61% 43

Other funds holding PG

Center for Wealth Management Advisory's PG Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its Procter & Gamble (PG) stake by 4.3% in Q2 2026, buying an estimated $35.4K and bringing the position to 5,838 shares worth $856K. The position accounts for 0.54% of the portfolio, ranked #45.

Center for Wealth Management Advisory first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Center for Wealth Management Advisory held 5,838 shares of Procter & Gamble worth $856K as of Q2 2026.
  • Center for Wealth Management Advisory bought 243 Procter & Gamble shares in Q2 2026, an estimated $35.4K.
  • Procter & Gamble made up 0.54% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #45 holding.
  • Center for Wealth Management Advisory first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.