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Indie Asset Partners’s Procter & Gamble PG Stock Holding History

Indie Asset Partners’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
-1,509
Closed -$257K – 99
2025
Q1 		$257K Sell
1,509
-208
-12% -$34.8K 0.22% 74
2024
Q4 		$288K Buy
1,717
+1
+0.1% +$170 0.23% 77
2024
Q3 		$297K Sell
1,716
-75
-4% -$12.7K 0.22% 76
2024
Q2 		$295K Buy
1,791
+300
+20% +$49K 0.24% 68
2024
Q1 		$242K Buy
1,491
+30
+2% +$4.71K 0.22% 70
2023
Q4 		$214K Buy
1,461
+1
+0.1% +$148 0.19% 74
2023
Q3 		$213K Buy
1,460
+27
+2% +$4.12K 0.21% 69
2023
Q2 		$217K Buy
1,433
+1
+0.1% +$151 0.24% 70
2023
Q1 		$213K Hold
1,432
– – 0.25% 72
2022
Q4 		$217K Buy
+1,432
New +$201K 0.24% 76
2022
Q3 		– Sell
-1,432
Closed -$206K – 104
2022
Q2 		$206K Hold
1,432
– – 0.18% 103
2022
Q1 		$219K Buy
1,432
+25
+2% +$3.91K 0.16% 119
2021
Q4 		$230K Sell
1,407
-686
-33% -$102K 0.17% 116
2021
Q3 		$293K Buy
2,093
+86
+4% +$12.2K 0.24% 90
2021
Q2 		$271K Sell
2,007
-348
-15% -$47.1K 0.22% 93
2021
Q1 		$319K Buy
2,355
+350
+17% +$45.7K 0.36% 76
2020
Q4 		$279K Sell
2,005
-486
-20% -$67.9K 0.32% 78
2020
Q3 		$346K Buy
2,491
+51
+2% +$6.77K 0.43% 59
2020
Q2 		$327K Sell
2,440
-39
-2% -$4.55K 0.41% 62
2020
Q1 		$273K Sell
2,479
-50
-2% -$6K 0.34% 58
2019
Q4 		$316K Buy
+2,529
New +$309K 0.34% 56

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Indie Asset Partners's PG Position: Q2 2025 in Review

Indie Asset Partners sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,509 shares — an estimated $257K sold.

Indie Asset Partners first reported a position in PG in Q4 2019 and held it in 21 quarters. The position peaked at $346K in Q3 2020. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Indie Asset Partners reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Indie Asset Partners sold 1,509 Procter & Gamble shares in Q2 2025, an estimated $257K.
  • Indie Asset Partners first reported a position in Procter & Gamble in Q4 2019 and held it in 21 quarters.
  • Indie Asset Partners's Procter & Gamble position peaked at $346K in Q3 2020.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.