Global Wealth Management Investment Advisory’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
Q2 | $6.74M | Buy |
45,994
+3,707
| +9% | +$540K | 0.96% | 31 |
|
|
2026
Q1 | $6.11M | Buy |
42,287
+962
| +2% | +$146K | 0.96% | 30 |
|
|
2025
Q4 | $5.92M | Buy |
41,325
+9,206
| +29% | +$1.36M | 0.95% | 30 |
|
|
2025
Q3 | $4.94M | Buy |
32,119
+333
| +1% | +$52K | 0.83% | 37 |
|
|
2025
Q2 | $5.06M | Sell |
31,786
-1,064
| -3% | -$174K | 0.95% | 32 |
|
|
2025
Q1 | $5.6M | Buy |
32,850
+773
| +2% | +$129K | 1.12% | 23 |
|
|
2024
Q4 | $5.38M | Buy |
32,077
+1,340
| +4% | +$228K | 1.11% | 23 |
|
|
2024
Q3 | $5.32M | Buy |
30,737
+1,607
| +6% | +$273K | 1.15% | 23 |
|
|
2024
Q2 | $4.8M | Buy |
29,130
+1,656
| +6% | +$271K | 1.12% | 26 |
|
|
2024
Q1 | $4.46M | Buy |
27,474
+1,267
| +5% | +$199K | 1.09% | 24 |
|
|
2023
Q4 | $3.84M | Buy |
26,207
+2,886
| +12% | +$427K | 0.99% | 28 |
|
|
2023
Q3 | $3.4M | Buy |
23,321
+502
| +2% | +$76.7K | 0.95% | 32 |
|
|
2023
Q2 | $3.46M | Buy |
22,819
+1,042
| +5% | +$157K | 0.95% | 36 |
|
|
2023
Q1 | $3.24M | Buy |
21,777
+1,601
| +8% | +$229K | 0.98% | 38 |
|
|
2022
Q4 | $3.06M | Buy |
20,176
+4,602
| +30% | +$645K | 1% | 38 |
|
|
2022
Q3 | $1.97M | Buy |
15,574
+564
| +4% | +$80.1K | 0.7% | 53 |
|
|
2022
Q2 | $2.16M | Buy |
15,010
+993
| +7% | +$149K | 0.73% | 50 |
|
|
2022
Q1 | $2.14M | Buy |
14,017
+618
| +5% | +$96.7K | 0.64% | 58 |
|
|
2021
Q4 | $2.19M | Sell |
13,399
-136
| -1% | -$20.2K | 0.66% | 53 |
|
|
2021
Q3 | $1.89M | Buy |
13,535
+621
| +5% | +$88K | 0.6% | 59 |
|
|
2021
Q2 | $1.74M | Buy |
12,914
+481
| +4% | +$65.1K | 0.58% | 62 |
|
|
2021
Q1 | $1.68M | Buy |
12,433
+1,364
| +12% | +$178K | 0.61% | 58 |
|
|
2020
Q4 | $1.54M | Buy |
11,069
+234
| +2% | +$32.7K | 0.6% | 61 |
|
|
2020
Q3 | $1.51M | Sell |
10,835
-4,129
| -28% | -$548K | 0.65% | 56 |
|
|
2020
Q2 | $1.79M | Buy |
14,964
+251
| +2% | +$29.3K | 0.76% | 50 |
|
|
2020
Q1 | $1.62M | Sell |
14,713
-1,337
| -8% | -$160K | 0.82% | 47 |
|
|
2019
Q4 | $2M | Buy |
16,050
+268
| +2% | +$32.8K | 0.85% | 49 |
|
|
2019
Q3 | $1.96M | Buy |
15,782
+2,113
| +15% | +$250K | 0.9% | 41 |
|
|
2019
Q2 | $1.5M | Sell |
13,669
-886
| -6% | -$94.4K | 0.73% | 54 |
|
|
2019
Q1 | $1.51M | Buy |
14,555
+23
| +0.2% | +$2.24K | 0.79% | 48 |
|
|
2018
Q4 | $1.34M | Buy |
+14,532
| New | +$1.3M | 0.78% | 50 |
|
Other funds holding PG
Global Wealth Management Investment Advisory's PG Position: Q2 2026 in Review
Global Wealth Management Investment Advisory increased its Procter & Gamble (PG) stake by 8.8% in Q2 2026, buying an estimated $540K and bringing the position to 45,994 shares worth $6.74M. The position accounts for 0.96% of the portfolio, ranked #31.
Global Wealth Management Investment Advisory first reported a position in PG in Q4 2018 and has held it in 31 quarters since. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Global Wealth Management Investment Advisory held 45,994 shares of Procter & Gamble worth $6.74M as of Q2 2026.
- Global Wealth Management Investment Advisory bought 3,707 Procter & Gamble shares in Q2 2026, an estimated $540K.
- Procter & Gamble made up 0.96% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #31 holding.
- Global Wealth Management Investment Advisory first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.