Claro 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.7M | Sell |
25,247
-2,037
| -7% | -$296K | 0.39% | 52 |
|
|
2026
Q1 | $3.94M | Sell |
27,284
-344
| -1% | -$52.2K | 0.47% | 44 |
|
|
2025
Q4 | $3.96M | Buy |
27,628
+804
| +3% | +$119K | 0.54% | 38 |
|
|
2025
Q3 | $4.12M | Sell |
26,824
-1,570
| -6% | -$245K | 0.6% | 34 |
|
|
2025
Q2 | $4.52M | Sell |
28,394
-5,112
| -15% | -$834K | 0.75% | 27 |
|
|
2025
Q1 | $5.71M | Sell |
33,506
-1,162
| -3% | -$195K | 0.76% | 20 |
|
|
2024
Q4 | $5.81M | Sell |
34,668
-2,848
| -8% | -$485K | 0.79% | 23 |
|
|
2024
Q3 | $6.5M | Buy |
37,516
+1,939
| +5% | +$329K | 0.84% | 20 |
|
|
2024
Q2 | $5.87M | Buy |
35,577
+878
| +3% | +$144K | 0.92% | 21 |
|
|
2024
Q1 | $5.63M | Sell |
34,699
-3,922
| -10% | -$615K | 0.98% | 20 |
|
|
2023
Q4 | $5.66M | Buy |
38,621
+147
| +0.4% | +$21.8K | 1.23% | 12 |
|
|
2023
Q3 | $5.61M | Buy |
38,474
+1,898
| +5% | +$290K | 1.4% | 10 |
|
|
2023
Q2 | $5.55M | Buy |
36,576
+704
| +2% | +$106K | 1.38% | 9 |
|
|
2023
Q1 | $5.33M | Buy |
35,872
+782
| +2% | +$112K | 1.57% | 8 |
|
|
2022
Q4 | $5.32M | Buy |
35,090
+18,367
| +110% | +$2.57M | 1.74% | 7 |
|
|
2022
Q3 | $2.4M | Hold |
16,723
| – | – | 0.96% | 21 |
|
|
2022
Q2 | $2.4M | Buy |
16,723
+2,770
| +20% | +$416K | 0.96% | 21 |
|
|
2022
Q1 | $2.28M | Hold |
13,953
| – | – | 0.82% | 23 |
|
|
2021
Q4 | $2.28M | Buy |
13,953
+906
| +7% | +$135K | 0.82% | 23 |
|
|
2021
Q3 | $1.82M | Buy |
13,047
+385
| +3% | +$54.6K | 0.77% | 26 |
|
|
2021
Q2 | $1.71M | Buy |
12,662
+430
| +4% | +$58.2K | 0.77% | 29 |
|
|
2021
Q1 | $1.66M | Buy |
12,232
+689
| +6% | +$89.9K | 0.84% | 26 |
|
|
2020
Q4 | $1.61M | Sell |
11,543
-342
| -3% | -$47.8K | 0.85% | 24 |
|
|
2020
Q3 | $1.65M | Buy |
11,885
+393
| +3% | +$52.2K | 1.05% | 16 |
|
|
2020
Q2 | $1.37M | Buy |
11,492
+1,221
| +12% | +$142K | 0.95% | 20 |
|
|
2020
Q1 | $1.13M | Sell |
10,271
-1,454
| -12% | -$175K | 1.05% | 18 |
|
|
2019
Q4 | $1.46M | Buy |
11,725
+296
| +3% | +$36.2K | 1.13% | 20 |
|
|
2019
Q3 | $1.42M | Buy |
11,429
+155
| +1% | +$18.3K | 1.26% | 17 |
|
|
2019
Q2 | $1.24M | Buy |
11,274
+707
| +7% | +$75.4K | 1.14% | 20 |
|
|
2019
Q1 | $1.1M | Buy |
10,567
+5,143
| +95% | +$501K | 1.09% | 23 |
|
|
2018
Q4 | $451K | Buy |
+5,424
| New | +$485K | 0.36% | 65 |
|
Other funds holding PG
Claro Advisors's PG Position: Q2 2026 in Review
Claro Advisors reduced its Procter & Gamble (PG) stake by 7.5% in Q2 2026, selling an estimated $296K and leaving 25,247 shares worth $3.7M. The position accounts for 0.39% of the portfolio, ranked #52.
Claro Advisors first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.5M in Q3 2024. 4,024 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Claro Advisors held 25,247 shares of Procter & Gamble worth $3.7M as of Q2 2026.
- Claro Advisors sold 2,037 Procter & Gamble shares in Q2 2026, an estimated $296K.
- Procter & Gamble made up 0.39% of Claro Advisors's portfolio in Q2 2026, its #52 holding.
- Claro Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's Procter & Gamble position peaked at $6.5M in Q3 2024.
- 4,024 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.