FRG Family Wealth Advisors’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 | $7.16M | Sell |
49,537
-2,731
| -5% | -$414K | 1.17% | 21 |
|
|
2025
Q4 | $7.49M | Sell |
52,268
-1,231
| -2% | -$182K | 1.16% | 21 |
|
|
2025
Q3 | $8.22M | Sell |
53,499
-1,481
| -3% | -$231K | 1.32% | 17 |
|
|
2025
Q2 | $8.76M | Sell |
54,980
-465
| -0.8% | -$75.9K | 1.52% | 17 |
|
|
2025
Q1 | $9.45M | Sell |
55,445
-560
| -1% | -$93.8K | 1.83% | 15 |
|
|
2024
Q4 | $9.39M | Hold |
56,005
| – | – | 1.7% | 15 |
|
|
2024
Q3 | $9.7M | Sell |
56,005
-950
| -2% | -$161K | 1.74% | 15 |
|
|
2024
Q2 | $9.57M | Sell |
56,955
-180
| -0.3% | -$29.4K | 1.85% | 14 |
|
|
2024
Q1 | $9.32M | Sell |
57,135
-3,260
| -5% | -$511K | 1.83% | 14 |
|
|
2023
Q4 | $8.85M | Hold |
60,395
| – | – | 1.8% | 14 |
|
|
2023
Q3 | $8.81M | Sell |
60,395
-1,494
| -2% | -$228K | 1.99% | 12 |
|
|
2023
Q2 | $9.39M | Sell |
61,889
-650
| -1% | -$98K | 2.06% | 12 |
|
|
2023
Q1 | $9.3M | Sell |
62,539
-870
| -1% | -$124K | 2.13% | 12 |
|
|
2022
Q4 | $9.61M | Sell |
63,409
-2,009
| -3% | -$282K | 2.29% | 11 |
|
|
2022
Q3 | $8.26M | Sell |
65,418
-65
| -0.1% | -$9.23K | 2.04% | 13 |
|
|
2022
Q2 | $9.42M | Buy |
65,483
+5
| +0% | +$751 | 2.18% | 11 |
|
|
2022
Q1 | $10M | Sell |
65,478
-350
| -0.5% | -$54.8K | 1.95% | 13 |
|
|
2021
Q4 | $10.8M | Buy |
65,828
+1,320
| +2% | +$196K | 2.01% | 12 |
|
|
2021
Q3 | $9.02M | Sell |
64,508
-1,015
| -2% | -$144K | 1.77% | 14 |
|
|
2021
Q2 | $8.84M | Buy |
65,523
+858
| +1% | +$116K | 1.68% | 15 |
|
|
2021
Q1 | $8.76M | Sell |
64,665
-495
| -0.8% | -$64.6K | 1.78% | 12 |
|
|
2020
Q4 | $9.07M | Sell |
65,160
-95
| -0.1% | -$13.3K | 1.97% | 10 |
|
|
2020
Q3 | $9.07M | Buy |
65,255
+1,540
| +2% | +$204K | 2.2% | 9 |
|
|
2020
Q2 | $7.62M | Buy |
63,715
+275
| +0.4% | +$32.1K | 2.01% | 8 |
|
|
2020
Q1 | $6.98M | Sell |
63,440
-703
| -1% | -$84.4K | 2.12% | 8 |
|
|
2019
Q4 | $8.01M | Sell |
64,143
-1,033
| -2% | -$126K | 1.94% | 10 |
|
|
2019
Q3 | $8.11M | Buy |
65,176
+330
| +0.5% | +$39K | 2.09% | 5 |
|
|
2019
Q2 | $7.11M | Sell |
64,846
-115
| -0.2% | -$12.3K | 1.87% | 6 |
|
|
2019
Q1 | $6.76M | Sell |
64,961
-1,259
| -2% | -$123K | 1.92% | 6 |
|
|
2018
Q4 | $6.09M | Buy |
66,220
+7,584
| +13% | +$678K | 1.99% | 6 |
|
|
2018
Q3 | $4.88M | Buy |
58,636
+1,655
| +3% | +$135K | 1.34% | 19 |
|
|
2018
Q2 | $4.45M | Sell |
56,981
-1,941
| -3% | -$146K | 1.33% | 17 |
|
|
2018
Q1 | $4.67M | Buy |
58,922
+975
| +2% | +$81.3K | 1.55% | 12 |
|
|
2017
Q4 | $5.32M | Buy |
57,947
+567
| +1% | +$51K | 1.72% | 11 |
|
|
2017
Q3 | $5.22M | Buy |
57,380
+1,100
| +2% | +$100K | 1.8% | 11 |
|
|
2017
Q2 | $4.91M | Buy |
56,280
+1,098
| +2% | +$96.8K | 1.81% | 11 |
|
|
2017
Q1 | $4.98M | Buy |
55,182
+1,584
| +3% | +$140K | 1.94% | 9 |
|
|
2016
Q4 | $4.51M | Buy |
53,598
+4,320
| +9% | +$368K | 1.89% | 10 |
|
|
2016
Q3 | $4.42M | Buy |
49,278
+572
| +1% | +$49.7K | 1.99% | 10 |
|
|
2016
Q2 | $4.12M | Buy |
48,706
+1,431
| +3% | +$117K | 1.86% | 10 |
|
|
2016
Q1 | $3.91M | Sell |
47,275
-2,280
| -5% | -$184K | 1.89% | 10 |
|
|
2015
Q4 | $3.94M | Buy |
+49,555
| New | +$3.79M | 1.92% | 9 |
|
Other funds holding PG
VCM
VPM
FRG Family Wealth Advisors's PG Position: Q1 2026 in Review
FRG Family Wealth Advisors reduced its Procter & Gamble (PG) stake by 5.2% in Q1 2026, selling an estimated $414K and leaving 49,537 shares worth $7.16M. The position accounts for 1.17% of the portfolio, ranked #21.
FRG Family Wealth Advisors first reported a position in PG in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.8M in Q4 2021. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- FRG Family Wealth Advisors held 49,537 shares of Procter & Gamble worth $7.16M as of Q1 2026.
- FRG Family Wealth Advisors sold 2,731 Procter & Gamble shares in Q1 2026, an estimated $414K.
- Procter & Gamble made up 1.17% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #21 holding.
- FRG Family Wealth Advisors first reported a position in Procter & Gamble in Q4 2015 and has held it in 42 quarters since.
- FRG Family Wealth Advisors's Procter & Gamble position peaked at $10.8M in Q4 2021.
- 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.