FSC Wealth Advisors’s Procter & Gamble PG Stock Holding History

FSC Wealth Advisors’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,036	Closed	-$177K	–	201
2025 Q1	$177K	Hold	1,036	–	–	0.12%	69
2024 Q4	$174K	Sell	1,036 -5	-0.5%	-$852	0.11%	68
2024 Q3	$180K	Hold	1,041	–	–	0.13%	68
2024 Q2	$172K	Sell	1,041 -13	-1%	-$2.13K	0.13%	62
2024 Q1	$171K	Sell	1,054 -32	-3%	-$5.02K	0.12%	59
2023 Q4	$159K	Buy	1,086 +25	+2%	+$3.7K	0.12%	56
2023 Q3	$155K	Buy	+1,061	New	+$162K	0.16%	36

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

FSC Wealth Advisors's PG Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,036 shares — an estimated $177K sold.

FSC Wealth Advisors first reported a position in PG in Q3 2023 and held it in 7 quarters. The position peaked at $180K in Q3 2024. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

FSC Wealth Advisors reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 1,036 Procter & Gamble shares in Q2 2025, an estimated $177K.
FSC Wealth Advisors first reported a position in Procter & Gamble in Q3 2023 and held it in 7 quarters.
FSC Wealth Advisors's Procter & Gamble position peaked at $180K in Q3 2024.
3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.