Focused 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
Q1 | $494K | Buy |
3,421
+228
| +7% | +$34.6K | 0.05% | 116 |
|
|
2025
Q4 | $458K | Sell |
3,193
-93
| -3% | -$13.7K | 0.05% | 113 |
|
|
2025
Q3 | $505K | Sell |
3,286
-6
| -0.2% | -$937 | 0.05% | 104 |
|
|
2025
Q2 | $525K | Buy |
3,292
+17
| +0.5% | +$2.77K | 0.06% | 95 |
|
|
2025
Q1 | $558K | Sell |
3,275
-67
| -2% | -$11.2K | 0.08% | 85 |
|
|
2024
Q4 | $560K | Buy |
3,342
+66
| +2% | +$11.2K | 0.08% | 83 |
|
|
2024
Q3 | $567K | Buy |
3,276
+18
| +0.6% | +$3.06K | 0.07% | 94 |
|
|
2024
Q2 | $537K | Buy |
3,258
+17
| +0.5% | +$2.78K | 0.08% | 87 |
|
|
2024
Q1 | $526K | Sell |
3,241
-66
| -2% | -$10.4K | 0.08% | 84 |
|
|
2023
Q4 | $485K | Buy |
3,307
+17
| +0.5% | +$2.52K | 0.08% | 80 |
|
|
2023
Q3 | $480K | Buy |
3,290
+16
| +0.5% | +$2.44K | 0.08% | 76 |
|
|
2023
Q2 | $497K | Buy |
3,274
+216
| +7% | +$32.6K | 0.09% | 78 |
|
|
2023
Q1 | $455K | Sell |
3,058
-30
| -1% | -$4.29K | 0.09% | 79 |
|
|
2022
Q4 | $468K | Buy |
3,088
+16
| +0.5% | +$2.24K | 0.1% | 82 |
|
|
2022
Q3 | $388K | Buy |
3,072
+15
| +0.5% | +$2.13K | 0.08% | 86 |
|
|
2022
Q2 | $440K | Buy |
3,057
+15
| +0.5% | +$2.25K | 0.08% | 90 |
|
|
2022
Q1 | $465K | Sell |
3,042
-1,271
| -29% | -$199K | 0.07% | 94 |
|
|
2021
Q4 | $705K | Buy |
4,313
+5
| +0.1% | +$742 | 0.11% | 76 |
|
|
2021
Q3 | $602K | Sell |
4,308
-182
| -4% | -$25.8K | 0.1% | 85 |
|
|
2021
Q2 | $606K | Buy |
4,490
+7
| +0.2% | +$947 | 0.1% | 86 |
|
|
2021
Q1 | $607K | Buy |
4,483
+202
| +5% | +$26.4K | 0.11% | 88 |
|
|
2020
Q4 | $596K | Sell |
4,281
-84
| -2% | -$11.7K | 0.12% | 83 |
|
|
2020
Q3 | $607K | Sell |
4,365
-963
| -18% | -$128K | 0.13% | 74 |
|
|
2020
Q2 | $637K | Buy |
5,328
+31
| +0.6% | +$3.62K | 0.15% | 69 |
|
|
2020
Q1 | $583K | Sell |
5,297
-90
| -2% | -$10.8K | 0.17% | 66 |
|
|
2019
Q4 | $673K | Buy |
5,387
+9
| +0.2% | +$1.1K | 0.16% | 68 |
|
|
2019
Q3 | $669K | Sell |
5,378
-285
| -5% | -$33.7K | 0.18% | 70 |
|
|
2019
Q2 | $621K | Buy |
5,663
+218
| +4% | +$23.2K | 0.17% | 71 |
|
|
2019
Q1 | $567K | Sell |
5,445
-169
| -3% | -$16.5K | 0.17% | 76 |
|
|
2018
Q4 | $516K | Sell |
5,614
-2,713
| -33% | -$243K | 0.18% | 85 |
|
|
2018
Q3 | $693K | Buy |
8,327
+2,621
| +46% | +$214K | 0.24% | 70 |
|
|
2018
Q2 | $445K | Sell |
5,706
-4,887
| -46% | -$368K | 0.15% | 91 |
|
|
2018
Q1 | $840K | Sell |
10,593
-3,237
| -23% | -$270K | 0.27% | 59 |
|
|
2017
Q4 | $1.27M | Buy |
13,830
+2,371
| +21% | +$213K | 0.41% | 41 |
|
|
2017
Q3 | $1.04M | Sell |
11,459
-842
| -7% | -$76.7K | 0.35% | 50 |
|
|
2017
Q2 | $1.07M | Sell |
12,301
-103
| -0.8% | -$9.08K | 0.4% | 40 |
|
|
2017
Q1 | $1.11M | Buy |
12,404
+305
| +3% | +$27K | 0.44% | 38 |
|
|
2016
Q4 | $1.02M | Sell |
12,099
-33
| -0.3% | -$2.81K | 0.43% | 38 |
|
|
2016
Q3 | $1.09M | Buy |
12,132
+1,490
| +14% | +$129K | 0.48% | 36 |
|
|
2016
Q2 | $901K | Buy |
10,642
+64
| +0.6% | +$5.25K | 0.41% | 40 |
|
|
2016
Q1 | $871K | Buy |
10,578
+5,431
| +106% | +$438K | 0.48% | 43 |
|
|
2015
Q4 | $409K | Buy |
5,147
+11
| +0.2% | +$841 | 0.24% | 72 |
|
|
2015
Q3 | $369K | Buy |
5,136
+60
| +1% | +$4.5K | 0.23% | 66 |
|
|
2015
Q2 | $397K | Sell |
5,076
-491
| -9% | -$39.5K | 0.25% | 69 |
|
|
2015
Q1 | $456K | Sell |
5,567
-205
| -4% | -$17.6K | 0.28% | 66 |
|
|
2014
Q4 | $526K | Buy |
5,772
+7
| +0.1% | +$616 | 0.37% | 53 |
|
|
2014
Q3 | $483K | Buy |
5,765
+8
| +0.1% | +$656 | 0.37% | 60 |
|
|
2014
Q2 | $452K | Buy |
5,757
+161
| +3% | +$13K | 0.35% | 55 |
|
|
2014
Q1 | $451K | Sell |
5,596
-404
| -7% | -$31.8K | 0.38% | 54 |
|
|
2013
Q4 | $488K | Buy |
6,000
+2,814
| +88% | +$229K | 0.41% | 51 |
|
|
2013
Q3 | $241K | Buy |
+3,186
| New | +$254K | 0.23% | 71 |
|
Other funds holding PG
VCM
VPM
Focused Wealth Management's PG Position: Q1 2026 in Review
Focused Wealth Management increased its Procter & Gamble (PG) stake by 7.1% in Q1 2026, buying an estimated $34.6K and bringing the position to 3,421 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #116.
Focused Wealth Management first reported a position in PG in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.27M in Q4 2017. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Focused Wealth Management held 3,421 shares of Procter & Gamble worth $494K as of Q1 2026.
- Focused Wealth Management bought 228 Procter & Gamble shares in Q1 2026, an estimated $34.6K.
- Procter & Gamble made up 0.05% of Focused Wealth Management's portfolio in Q1 2026, its #116 holding.
- Focused Wealth Management first reported a position in Procter & Gamble in Q3 2013 and has held it in 51 quarters since.
- Focused Wealth Management's Procter & Gamble position peaked at $1.27M in Q4 2017.
- 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.