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Columbia River Financial Group’s Procter & Gamble PG Stock Holding History

Columbia River Financial Group’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
-143
Closed -$24K – 97
2025
Q1 		$24K Buy
+143
New +$24K 0.02% 101

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Bank of America
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Northern Trust
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T. Rowe Price Associates
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BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Columbia River Financial Group's PG Position: Q2 2025 in Review

Columbia River Financial Group sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 143 shares — an estimated $24K sold.

Columbia River Financial Group first reported a position in PG in Q1 2025 and held it in 1 quarter. The position peaked at $24K in Q1 2025. 3,955 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Columbia River Financial Group reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 143 Procter & Gamble shares in Q2 2025, an estimated $24K.
  • Columbia River Financial Group first reported a position in Procter & Gamble in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's Procter & Gamble position peaked at $24K in Q1 2025.
  • 3,955 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.