Financial Life Planners’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
Q1
$6.06K Buy
+42
New +$6.37K ﹤0.01% 258
2025
Q4
Sell
-395
Closed -$60.6K 253
2025
Q3
$60.6K Buy
+395
New +$61.7K 0.04% 111
2025
Q2
Sell
-611
Closed -$104K 76
2025
Q1
$104K Buy
611
+170
+39% +$28.5K 0.1% 80
2024
Q4
$74K Buy
+441
New +$75.1K 0.06% 96

Other funds holding PG

Financial Life Planners's PG Position: Q1 2026 in Review

Financial Life Planners opened a new position in Procter & Gamble (PG) in Q1 2026: 42 shares worth $6.06K. The stake represents ﹤0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: Financial Life Planners previously reported a position in PG as recently as Q3 2025.

Financial Life Planners first reported a position in PG in Q4 2024 and has held it in 4 quarters since. The position peaked at $104K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Financial Life Planners held 42 shares of Procter & Gamble worth $6.06K as of Q1 2026.
  • Procter & Gamble was a new Financial Life Planners position in Q1 2026.
  • Procter & Gamble made up ﹤0.01% of Financial Life Planners's portfolio in Q1 2026, its #258 holding.
  • Financial Life Planners first reported a position in Procter & Gamble in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Procter & Gamble position peaked at $104K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Financial Life Planners's 13F filing for Q1 2026, filed 24 Apr 2026.