EWA
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ERTS Wealth Advisors’s Procter & Gamble PG Stock Holding History

ERTS Wealth Advisors’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
-1,299
Closed -$221K – 72
2025
Q1 		$221K Sell
1,299
-1
-0.1% -$167 0.04% 78
2024
Q4 		$218K Sell
1,300
-338
-21% -$57.6K 0.04% 84
2024
Q3 		$284K Sell
1,638
-336
-17% -$57K 0.05% 81
2024
Q2 		$326K Sell
1,974
-321
-14% -$52.5K 0.07% 68
2024
Q1 		$372K Sell
2,295
-98
-4% -$15.4K 0.08% 62
2023
Q4 		$351K Sell
2,393
-592
-20% -$87.7K 0.08% 58
2023
Q3 		$435K Sell
2,985
-33
-1% -$5.04K 0.1% 47
2023
Q2 		$458K Sell
3,018
-73
-2% -$11K 0.11% 51
2023
Q1 		$460K Sell
3,091
-681
-18% -$97.3K 0.11% 50
2022
Q4 		$572K Buy
3,772
+24
+0.6% +$3.36K 0.15% 53
2022
Q3 		$473K Sell
3,748
-18
-0.5% -$2.56K 0.13% 48
2022
Q2 		$541K Buy
3,766
+19
+0.5% +$2.86K 0.15% 48
2022
Q1 		$573K Sell
3,747
-1,717
-31% -$269K 0.16% 42
2021
Q4 		$892K Buy
5,464
+38
+0.7% +$5.64K 0.21% 34
2021
Q3 		$758K Sell
5,426
-40
-0.7% -$5.67K 0.2% 34
2021
Q2 		$738K Sell
5,466
-185
-3% -$25K 0.2% 39
2021
Q1 		$765K Buy
5,651
+272
+5% +$35.5K 0.23% 34
2020
Q4 		$748K Sell
5,379
-381
-7% -$53.2K 0.24% 35
2020
Q3 		$801K Sell
5,760
-203
-3% -$27K 0.3% 33
2020
Q2 		$713K Sell
5,963
-1,473
-20% -$172K 0.29% 33
2020
Q1 		$818K Sell
7,436
-173
-2% -$20.8K 0.4% 33
2019
Q4 		$950K Sell
7,609
-205
-3% -$25.1K 0.43% 24
2019
Q3 		$972K Sell
7,814
-595
-7% -$70.3K 0.49% 21
2019
Q2 		$922K Hold
8,409
– – 0.51% 27
2019
Q1 		$875K Buy
8,409
+25
+0.3% +$2.43K 0.52% 25
2018
Q4 		$771K Buy
+8,384
New +$749K 0.55% 28

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

ERTS Wealth Advisors's PG Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,299 shares — an estimated $221K sold.

ERTS Wealth Advisors first reported a position in PG in Q4 2018 and held it in 26 quarters. The position peaked at $972K in Q3 2019. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,299 Procter & Gamble shares in Q2 2025, an estimated $221K.
  • ERTS Wealth Advisors first reported a position in Procter & Gamble in Q4 2018 and held it in 26 quarters.
  • ERTS Wealth Advisors's Procter & Gamble position peaked at $972K in Q3 2019.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.