Investment Partners’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 | $1.16M | Buy |
8,002
+403
| +5% | +$61.1K | 0.41% | 59 |
|
|
2025
Q4 | $1.09M | Sell |
7,599
-340
| -4% | -$50.1K | 0.38% | 60 |
|
|
2025
Q3 | $1.22M | Sell |
7,939
-84
| -1% | -$13.1K | 0.43% | 59 |
|
|
2025
Q2 | $1.28M | Sell |
8,023
-922
| -10% | -$150K | 0.48% | 56 |
|
|
2025
Q1 | $1.52M | Sell |
8,945
-316
| -3% | -$52.9K | 0.63% | 46 |
|
|
2024
Q4 | $1.55M | Buy |
9,261
+895
| +11% | +$152K | 0.64% | 47 |
|
|
2024
Q3 | $1.45M | Sell |
8,366
-25
| -0.3% | -$4.24K | 0.6% | 49 |
|
|
2024
Q2 | $1.38M | Buy |
8,391
+218
| +3% | +$35.6K | 0.62% | 48 |
|
|
2024
Q1 | $1.33M | Sell |
8,173
-2,693
| -25% | -$422K | 0.6% | 48 |
|
|
2023
Q4 | $1.59M | Buy |
10,866
+2,317
| +27% | +$343K | 0.78% | 39 |
|
|
2023
Q3 | $1.25M | Sell |
8,549
-265
| -3% | -$40.5K | 0.66% | 46 |
|
|
2023
Q2 | $1.34M | Sell |
8,814
-158
| -2% | -$23.8K | 0.7% | 40 |
|
|
2023
Q1 | $1.33M | Buy |
8,972
+27
| +0.3% | +$3.86K | 0.7% | 42 |
|
|
2022
Q4 | $1.36M | Sell |
8,945
-10,801
| -55% | -$1.51M | 0.72% | 44 |
|
|
2022
Q3 | $2.49M | Buy |
19,746
+10,562
| +115% | +$1.5M | 0.74% | 36 |
|
|
2022
Q2 | $1.32M | Sell |
9,184
-15
| -0.2% | -$2.25K | 0.64% | 39 |
|
|
2022
Q1 | $1.41M | Buy |
9,199
+12
| +0.1% | +$1.88K | 0.59% | 43 |
|
|
2021
Q4 | $1.5M | Sell |
9,187
-109
| -1% | -$16.2K | 0.61% | 39 |
|
|
2021
Q3 | $1.3M | Sell |
9,296
-34
| -0.4% | -$4.82K | 0.59% | 40 |
|
|
2021
Q2 | $1.26M | Buy |
9,330
+15
| +0.2% | +$2.03K | 0.57% | 41 |
|
|
2021
Q1 | $1.26M | Sell |
9,315
-1,272
| -12% | -$166K | 0.61% | 41 |
|
|
2020
Q4 | $1.47M | Buy |
10,587
+517
| +5% | +$72.3K | 0.78% | 35 |
|
|
2020
Q3 | $1.4M | Sell |
10,070
-2,355
| -19% | -$313K | 0.84% | 35 |
|
|
2020
Q2 | $1.49M | Buy |
12,425
+612
| +5% | +$71.4K | 0.87% | 34 |
|
|
2020
Q1 | $1.3M | Buy |
11,813
+128
| +1% | +$15.4K | 0.94% | 36 |
|
|
2019
Q4 | $1.46M | Buy |
11,685
+15
| +0.1% | +$1.83K | 0.98% | 36 |
|
|
2019
Q3 | $1.45M | Buy |
11,670
+127
| +1% | +$15K | 1.06% | 32 |
|
|
2019
Q2 | $1.27M | Sell |
11,543
-80
| -0.7% | -$8.53K | 0.91% | 38 |
|
|
2019
Q1 | $1.21M | Buy |
11,623
+34
| +0.3% | +$3.31K | 0.87% | 41 |
|
|
2018
Q4 | $1.06M | Buy |
11,589
+22
| +0.2% | +$1.97K | 0.9% | 41 |
|
|
2018
Q3 | $6 | Buy |
11,567
+90
| +0.8% | +$7.36K | ﹤0.01% | 119 |
|
|
2018
Q2 | $896K | Sell |
11,477
-1,073
| -9% | -$80.8K | 0.67% | 49 |
|
|
2018
Q1 | $995K | Sell |
12,550
-115
| -0.9% | -$9.59K | 0.74% | 43 |
|
|
2017
Q4 | $1.16M | Sell |
12,665
-3,196
| -20% | -$287K | 0.86% | 38 |
|
|
2017
Q3 | $1.44M | Sell |
15,861
-182
| -1% | -$16.6K | 1.24% | 28 |
|
|
2017
Q2 | $1.4M | Buy |
16,043
+241
| +2% | +$21.2K | 1.27% | 26 |
|
|
2017
Q1 | $1.42M | Buy |
15,802
+545
| +4% | +$48.3K | 1.37% | 23 |
|
|
2016
Q4 | $1.28M | Sell |
15,257
-12,300
| -45% | -$1.05M | 1.25% | 28 |
|
|
2016
Q3 | $2.47M | Buy |
27,557
+11,806
| +75% | +$1.03M | 1.4% | 21 |
|
|
2016
Q2 | $1.33M | Sell |
15,751
-5,972
| -27% | -$490K | 1.33% | 27 |
|
|
2016
Q1 | $1.73M | Buy |
21,723
+11,098
| +104% | +$894K | 1.12% | 26 |
|
|
2015
Q4 | $843K | Sell |
10,625
-235
| -2% | -$18K | 1.01% | 42 |
|
|
2015
Q3 | $780K | Sell |
10,860
-334
| -3% | -$25K | 1.02% | 41 |
|
|
2015
Q2 | $876K | Sell |
11,194
-4,898
| -30% | -$394K | 1.06% | 36 |
|
|
2015
Q1 | $1.31M | Sell |
16,092
-56
| -0.3% | -$4.82K | 1.44% | 14 |
|
|
2014
Q4 | $1.47M | Buy |
+16,148
| New | +$1.42M | 1.69% | 12 |
|
Other funds holding PG
VCM
VPM
Investment Partners's PG Position: Q1 2026 in Review
Investment Partners increased its Procter & Gamble (PG) stake by 5.3% in Q1 2026, buying an estimated $61.1K and bringing the position to 8,002 shares worth $1.16M. The position accounts for 0.41% of the portfolio, ranked #59.
Investment Partners first reported a position in PG in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.49M in Q3 2022. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Investment Partners held 8,002 shares of Procter & Gamble worth $1.16M as of Q1 2026.
- Investment Partners bought 403 Procter & Gamble shares in Q1 2026, an estimated $61.1K.
- Procter & Gamble made up 0.41% of Investment Partners's portfolio in Q1 2026, its #59 holding.
- Investment Partners first reported a position in Procter & Gamble in Q4 2014 and has held it in 46 quarters since.
- Investment Partners's Procter & Gamble position peaked at $2.49M in Q3 2022.
- 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.