Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-12,900
| Closed | -$2.06M | – | 430 |
|
|
2025
Q2 | $2.06M | Sell |
12,900
-3,139
| -20% | -$512K | 0.17% | 122 |
|
|
2025
Q1 | $2.73M | Sell |
16,039
-10,193
| -39% | -$1.71M | 0.19% | 125 |
|
|
2024
Q4 | $4.4M | Sell |
26,232
-3,103
| -11% | -$528K | 0.25% | 87 |
|
|
2024
Q3 | $5.08M | Sell |
29,335
-210
| -0.7% | -$35.6K | 0.29% | 80 |
|
|
2024
Q2 | $4.87M | Sell |
29,545
-1,459
| -5% | -$239K | 0.3% | 75 |
|
|
2024
Q1 | $5.03M | Sell |
31,004
-407
| -1% | -$63.8K | 0.29% | 85 |
|
|
2023
Q4 | $4.6M | Sell |
31,411
-629
| -2% | -$93.2K | 0.3% | 76 |
|
|
2023
Q3 | $4.67M | Buy |
32,040
+38
| +0.1% | +$5.8K | 0.34% | 75 |
|
|
2023
Q2 | $4.86M | Buy |
32,002
+737
| +2% | +$111K | 0.35% | 72 |
|
|
2023
Q1 | $4.65M | Buy |
31,265
+2,637
| +9% | +$377K | 0.33% | 69 |
|
|
2022
Q4 | $4.34M | Buy |
28,628
+3,363
| +13% | +$471K | 0.32% | 77 |
|
|
2022
Q3 | $3.02M | Sell |
25,265
-3,230
| -11% | -$459K | 0.25% | 106 |
|
|
2022
Q2 | $4.1M | Sell |
28,495
-4,693
| -14% | -$705K | 0.33% | 78 |
|
|
2022
Q1 | $5.07M | Buy |
33,188
+734
| +2% | +$115K | 0.33% | 73 |
|
|
2021
Q4 | $5.31M | Sell |
32,454
-119
| -0.4% | -$17.7K | 0.33% | 67 |
|
|
2021
Q3 | $4.55M | Sell |
32,573
-1,837
| -5% | -$260K | 0.31% | 81 |
|
|
2021
Q2 | $4.64M | Sell |
34,410
-805
| -2% | -$109K | 0.31% | 69 |
|
|
2021
Q1 | $4.77M | Sell |
35,215
-1,354
| -4% | -$177K | 0.34% | 63 |
|
|
2020
Q4 | $5.09M | Buy |
36,569
+4,526
| +14% | +$633K | 0.35% | 63 |
|
|
2020
Q3 | $4.45M | Buy |
32,043
+339
| +1% | +$45K | 0.38% | 57 |
|
|
2020
Q2 | $3.79M | Sell |
31,704
-122
| -0.4% | -$14.2K | 0.36% | 64 |
|
|
2020
Q1 | $3.5M | Sell |
31,826
-11,181
| -26% | -$1.34M | 0.5% | 48 |
|
|
2019
Q4 | $5.37M | Buy |
43,007
+3,902
| +10% | +$477K | 0.57% | 35 |
|
|
2019
Q3 | $4.86M | Buy |
39,105
+4,806
| +14% | +$568K | 0.56% | 42 |
|
|
2019
Q2 | $3.76M | Buy |
34,299
+2,281
| +7% | +$243K | 0.44% | 54 |
|
|
2019
Q1 | $3.33M | Buy |
32,018
+609
| +2% | +$59.3K | 0.41% | 66 |
|
|
2018
Q4 | $2.89M | Sell |
31,409
-1,546
| -5% | -$138K | 0.39% | 70 |
|
|
2018
Q3 | $2.74M | Buy |
32,955
+135
| +0.4% | +$11K | 0.31% | 85 |
|
|
2018
Q2 | $2.56M | Buy |
32,820
+519
| +2% | +$39.1K | 0.31% | 82 |
|
|
2018
Q1 | $2.56M | Buy |
32,301
+4,849
| +18% | +$404K | 0.33% | 76 |
|
|
2017
Q4 | $2.52M | Buy |
+27,452
| New | +$2.47M | 0.34% | 71 |
|
Other funds holding PG
Financial Advocates Investment Management's PG Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 12,900 shares — an estimated $2.06M sold.
Financial Advocates Investment Management first reported a position in PG in Q4 2017 and held it in 31 quarters. The position peaked at $5.37M in Q4 2019. 3,898 funds tracked by Wall St. Rank hold PG as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 12,900 Procter & Gamble shares in Q3 2025, an estimated $2.06M.
- Financial Advocates Investment Management first reported a position in Procter & Gamble in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's Procter & Gamble position peaked at $5.37M in Q4 2019.
- 3,898 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.