Elmwood Wealth Management’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 | $1.26M | Buy |
8,578
+382
| +5% | +$55.6K | 0.31% | 76 |
|
|
2026
Q1 | $1.18M | Sell |
8,196
-141
| -2% | -$21.4K | 0.33% | 77 |
|
|
2025
Q4 | $1.19M | Buy |
8,337
+1,227
| +17% | +$181K | 0.38% | 73 |
|
|
2025
Q3 | $1.09M | Buy |
7,110
+430
| +6% | +$67.2K | 0.39% | 73 |
|
|
2025
Q2 | $1.06M | Sell |
6,680
-67
| -1% | -$10.9K | 0.42% | 72 |
|
|
2025
Q1 | $1.15M | Sell |
6,747
-119
| -2% | -$19.9K | 0.47% | 71 |
|
|
2024
Q4 | $1.15M | Sell |
6,866
-215
| -3% | -$36.6K | 0.46% | 71 |
|
|
2024
Q3 | $1.23M | Sell |
7,081
-100
| -1% | -$17K | 0.51% | 69 |
|
|
2024
Q2 | $1.18M | Sell |
7,181
-124
| -2% | -$20.3K | 0.53% | 67 |
|
|
2024
Q1 | $1.19M | Buy |
7,305
+1,926
| +36% | +$302K | 0.51% | 66 |
|
|
2023
Q4 | $788K | Sell |
5,379
-2,818
| -34% | -$417K | 0.55% | 53 |
|
|
2023
Q3 | $1.2M | Buy |
8,197
+6
| +0.1% | +$916 | 0.58% | 58 |
|
|
2023
Q2 | $1.24M | Sell |
8,191
-264
| -3% | -$39.8K | 0.58% | 59 |
|
|
2023
Q1 | $1.26M | Buy |
8,455
+309
| +4% | +$44.2K | 0.59% | 59 |
|
|
2022
Q4 | $1.23M | Buy |
8,146
+118
| +1% | +$16.5K | 0.62% | 56 |
|
|
2022
Q3 | $1.01M | Sell |
8,028
-42
| -0.5% | -$5.97K | 0.51% | 62 |
|
|
2022
Q2 | $1.16M | Sell |
8,070
-774
| -9% | -$116K | 0.66% | 57 |
|
|
2022
Q1 | $1.35M | Buy |
8,844
+31
| +0.4% | +$4.85K | 0.69% | 60 |
|
|
2021
Q4 | $1.44M | Buy |
+8,813
| New | +$1.31M | 0.69% | 57 |
|
|
2021
Q2 | $1.18M | Sell |
8,723
-25
| -0.3% | -$3.38K | 0.62% | 60 |
|
|
2021
Q1 | $1.19M | Buy |
+8,748
| New | +$1.14M | 0.72% | 51 |
|
|
2020
Q3 | $1.08M | Hold |
9,020
| – | – | 0.87% | 37 |
|
|
2020
Q2 | $1.08M | Buy |
9,020
+340
| +4% | +$39.6K | 0.87% | 37 |
|
|
2020
Q1 | $688K | Sell |
8,680
-459
| -5% | -$55.1K | 0.66% | 53 |
|
|
2019
Q4 | $1.14M | Buy |
9,139
+75
| +0.8% | +$9.18K | 0.99% | 40 |
|
|
2019
Q3 | $1.13M | Hold |
9,064
| – | – | 1.14% | 30 |
|
|
2019
Q2 | $994K | Sell |
9,064
-20
| -0.2% | -$2.13K | 0.88% | 48 |
|
|
2019
Q1 | $945K | Sell |
9,084
-200
| -2% | -$19.5K | 0.87% | 43 |
|
|
2018
Q4 | $853K | Buy |
9,284
+284
| +3% | +$25.4K | 0.82% | 41 |
|
|
2018
Q3 | $749K | Sell |
9,000
-346
| -4% | -$28.3K | 0.62% | 62 |
|
|
2018
Q2 | $730K | Buy |
9,346
+666
| +8% | +$50.1K | 0.66% | 55 |
|
|
2018
Q1 | $688K | Buy |
+8,680
| New | +$724K | 0.66% | 53 |
|
Other funds holding PG
Elmwood Wealth Management's PG Position: Q2 2026 in Review
Elmwood Wealth Management increased its Procter & Gamble (PG) stake by 4.7% in Q2 2026, buying an estimated $55.6K and bringing the position to 8,578 shares worth $1.26M. The position accounts for 0.31% of the portfolio, ranked #76.
Elmwood Wealth Management first reported a position in PG in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.44M in Q4 2021. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Elmwood Wealth Management held 8,578 shares of Procter & Gamble worth $1.26M as of Q2 2026.
- Elmwood Wealth Management bought 382 Procter & Gamble shares in Q2 2026, an estimated $55.6K.
- Procter & Gamble made up 0.31% of Elmwood Wealth Management's portfolio in Q2 2026, its #76 holding.
- Elmwood Wealth Management first reported a position in Procter & Gamble in Q1 2018 and has held it in 32 quarters since.
- Elmwood Wealth Management's Procter & Gamble position peaked at $1.44M in Q4 2021.
- 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.