Crewe 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
$1.22M Buy
8,333
+213
+3% +$31K 0.09% 81
2026
Q1
$1.17M Buy
8,120
+135
+2% +$20.5K 0.1% 77
2025
Q4
$1.14M Sell
7,985
-650
-8% -$95.8K 0.1% 75
2025
Q3
$1.33M Sell
8,635
-121
-1% -$18.9K 0.13% 71
2025
Q2
$1.39M Buy
8,756
+327
+4% +$53.4K 0.2% 55
2025
Q1
$1.44M Buy
8,429
+30
+0.4% +$5.03K 0.2% 49
2024
Q4
$1.41M Sell
8,399
-1,184
-12% -$202K 0.19% 46
2024
Q3
$1.66M Sell
9,583
-648
-6% -$110K 0.19% 42
2024
Q2
$1.69M Buy
10,231
+664
+7% +$109K 0.19% 50
2024
Q1
$1.55M Buy
+9,567
New +$1.5M 0.18% 52
2023
Q3
Sell
-8,979
Closed -$1.36M 837
2023
Q2
$1.36M Sell
8,979
-234
-3% -$35.3K 0.19% 45
2023
Q1
$1.37M Buy
9,213
+514
+6% +$73.5K 0.2% 46
2022
Q4
$1.32M Buy
8,699
+298
+4% +$41.8K 0.21% 46
2022
Q3
$1.06M Buy
8,401
+383
+5% +$54.4K 0.19% 43
2022
Q2
$1.15M Buy
8,018
+962
+14% +$145K 0.25% 33
2022
Q1
$1.08M Buy
7,056
+6,220
+744% +$973K 0.21% 30
2021
Q4
$137K Buy
836
+607
+265% +$90.1K 0.03% 114
2021
Q3
$32K Hold
229
0.01% 181
2021
Q2
$31K Sell
229
-538
-70% -$72.8K 0.01% 187
2021
Q1
$104K Sell
767
-59
-7% -$7.7K 0.03% 103
2020
Q4
$115K Buy
826
+49
+6% +$6.85K 0.05% 90
2020
Q3
$108K Buy
777
+581
+296% +$77.1K 0.05% 83
2020
Q2
$23K Hold
196
0.01% 137
2020
Q1
$22K Sell
196
-25
-11% -$3K 0.01% 123
2019
Q4
$28K Buy
221
+25
+13% +$3.06K 0.01% 138
2019
Q3
$24K Sell
196
-23
-11% -$2.72K 0.01% 153
2019
Q2
$24K Buy
219
+196
+852% +$20.9K 0.01% 174
2019
Q1
$2K Buy
+23
New +$2.24K ﹤0.01% 219
2018
Q3
Sell
-142
Closed -$11K 256
2018
Q2
$11K Sell
142
-76
-35% -$5.72K 0.01% 207
2018
Q1
$17K Sell
218
-50
-19% -$4.17K 0.02% 197
2017
Q4
$25K Buy
+268
New +$24.1K 0.02% 176

Other funds holding PG

Crewe Advisors's PG Position: Q2 2026 in Review

Crewe Advisors increased its Procter & Gamble (PG) stake by 2.6% in Q2 2026, buying an estimated $31K and bringing the position to 8,333 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #81.

Crewe Advisors first reported a position in PG in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.69M in Q2 2024. 2,519 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Crewe Advisors held 8,333 shares of Procter & Gamble worth $1.22M as of Q2 2026.
  • Crewe Advisors bought 213 Procter & Gamble shares in Q2 2026, an estimated $31K.
  • Procter & Gamble made up 0.09% of Crewe Advisors's portfolio in Q2 2026, its #81 holding.
  • Crewe Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 31 quarters since.
  • Crewe Advisors's Procter & Gamble position peaked at $1.69M in Q2 2024.
  • 2,519 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.