Frisch Financial Group’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
$660K Sell
4,572
-197
-4% -$29.9K 0.14% 83
2025
Q4
$683K Sell
4,769
-60
-1% -$8.85K 0.15% 75
2025
Q3
$742K Buy
4,829
+26
+0.5% +$4.06K 0.17% 71
2025
Q2
$765K Buy
4,803
+148
+3% +$24.2K 0.19% 65
2025
Q1
$793K Buy
4,655
+233
+5% +$39K 0.22% 57
2024
Q4
$741K Sell
4,422
-28
-0.6% -$4.77K 0.22% 53
2024
Q3
$771K Buy
4,450
+287
+7% +$48.7K 0.23% 50
2024
Q2
$687K Sell
4,163
-124
-3% -$20.3K 0.21% 54
2024
Q1
$696K Sell
4,287
-60
-1% -$9.41K 0.23% 49
2023
Q4
$637K Sell
4,347
-149
-3% -$22.1K 0.24% 52
2023
Q3
$656K Buy
4,496
+14
+0.3% +$2.14K 0.27% 51
2023
Q2
$680K Sell
4,482
-335
-7% -$50.5K 0.33% 48
2023
Q1
$716K Buy
4,817
+67
+1% +$9.58K 0.28% 53
2022
Q4
$720K Buy
4,750
+9
+0.2% +$1.26K 0.27% 55
2022
Q3
$599K Buy
4,741
+62
+1% +$8.81K 0.25% 58
2022
Q2
$673K Sell
4,679
-98
-2% -$14.7K 0.26% 56
2022
Q1
$730K Sell
4,777
-183
-4% -$28.6K 0.23% 61
2021
Q4
$805K Buy
4,960
+188
+4% +$27.9K 0.25% 59
2021
Q3
$667K Sell
4,772
-77
-2% -$10.9K 0.22% 62
2021
Q2
$654K Sell
4,849
-461
-9% -$62.4K 0.21% 64
2021
Q1
$719K Buy
5,310
+448
+9% +$58.5K 0.24% 59
2020
Q4
$676K Buy
4,862
+10
+0.2% +$1.4K 0.25% 52
2020
Q3
$674K Buy
4,852
+25
+0.5% +$3.32K 0.29% 45
2020
Q2
$577K Sell
4,827
-75
-2% -$8.75K 0.27% 45
2020
Q1
$539K Sell
4,902
-1,300
-21% -$156K 0.31% 48
2019
Q4
$775K Buy
6,202
+285
+5% +$34.9K 0.37% 43
2019
Q3
$736K Buy
5,917
+1,815
+44% +$214K 0.44% 39
2019
Q2
$450K Sell
4,102
-3,904
-49% -$416K 0.3% 50
2019
Q1
$833K Buy
8,006
+3,740
+88% +$364K 0.51% 36
2018
Q4
$392K Buy
+4,266
New +$381K 0.27% 61

Other funds holding PG

Frisch Financial Group's PG Position: Q1 2026 in Review

Frisch Financial Group reduced its Procter & Gamble (PG) stake by 4.1% in Q1 2026, selling an estimated $29.9K and leaving 4,572 shares worth $660K. The position accounts for 0.14% of the portfolio, ranked #83.

Frisch Financial Group first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $833K in Q1 2019. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Frisch Financial Group held 4,572 shares of Procter & Gamble worth $660K as of Q1 2026.
  • Frisch Financial Group sold 197 Procter & Gamble shares in Q1 2026, an estimated $29.9K.
  • Procter & Gamble made up 0.14% of Frisch Financial Group's portfolio in Q1 2026, its #83 holding.
  • Frisch Financial Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • Frisch Financial Group's Procter & Gamble position peaked at $833K in Q1 2019.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.