Legacy Financial Advisors’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 | $12.5M | Buy |
86,820
+5,075
| +6% | +$769K | 1.75% | 11 |
|
|
2025
Q4 | $11.7M | Buy |
81,745
+7,201
| +10% | +$1.06M | 1.62% | 13 |
|
|
2025
Q3 | $11.5M | Sell |
74,544
-1,128
| -1% | -$176K | 1.58% | 13 |
|
|
2025
Q2 | $12.1M | Sell |
75,672
-4,308
| -5% | -$703K | 1.88% | 13 |
|
|
2025
Q1 | $13.6M | Buy |
79,980
+131
| +0.2% | +$21.9K | 2.28% | 11 |
|
|
2024
Q4 | $13.4M | Buy |
79,849
+99
| +0.1% | +$16.9K | 2.21% | 12 |
|
|
2024
Q3 | $13.8M | Buy |
79,750
+4,477
| +6% | +$760K | 2.32% | 11 |
|
|
2024
Q2 | $12.4M | Sell |
75,273
-58
| -0.1% | -$9.48K | 2.21% | 13 |
|
|
2024
Q1 | $12.2M | Sell |
75,331
-2,314
| -3% | -$363K | 2.19% | 12 |
|
|
2023
Q4 | $11.4M | Sell |
77,645
-1,444
| -2% | -$214K | 2.19% | 12 |
|
|
2023
Q3 | $11.5M | Buy |
79,089
+2,159
| +3% | +$330K | 2.31% | 11 |
|
|
2023
Q2 | $11.7M | Buy |
76,930
+583
| +0.8% | +$87.9K | 2.18% | 13 |
|
|
2023
Q1 | $11.4M | Sell |
76,347
-4,992
| -6% | -$714K | 2.32% | 11 |
|
|
2022
Q4 | $12.3M | Buy |
81,339
+2,692
| +3% | +$377K | 2.66% | 11 |
|
|
2022
Q3 | $9.93M | Buy |
78,647
+2,434
| +3% | +$346K | 2.37% | 10 |
|
|
2022
Q2 | $11M | Sell |
76,213
-834
| -1% | -$125K | 2.72% | 7 |
|
|
2022
Q1 | $11.8M | Sell |
77,047
-414
| -0.5% | -$64.8K | 2.65% | 8 |
|
|
2021
Q4 | $12.7M | Buy |
77,461
+262
| +0.3% | +$38.9K | 2.91% | 7 |
|
|
2021
Q3 | $10.8M | Buy |
77,199
+1,152
| +2% | +$163K | 2.65% | 7 |
|
|
2021
Q2 | $10.3M | Sell |
76,047
-1,770
| -2% | -$239K | 2.6% | 7 |
|
|
2021
Q1 | $10.5M | Buy |
77,817
+22
| +0% | +$2.87K | 2.89% | 6 |
|
|
2020
Q4 | $10.8M | Sell |
77,795
-15,457
| -17% | -$2.16M | 3.06% | 7 |
|
|
2020
Q3 | $13M | Sell |
93,252
-8,001
| -8% | -$1.06M | 3.95% | 6 |
|
|
2020
Q2 | $12.1M | Buy |
101,253
+1,570
| +2% | +$183K | 4.35% | 6 |
|
|
2020
Q1 | $11.8M | Buy |
99,683
+8,284
| +9% | +$994K | 4.36% | 5 |
|
|
2019
Q4 | $11.4M | Buy |
91,399
+1,857
| +2% | +$227K | 3.61% | 5 |
|
|
2019
Q3 | $11.1M | Buy |
89,542
+315
| +0.4% | +$37.2K | 3.7% | 5 |
|
|
2019
Q2 | $9.78M | Sell |
89,227
-775
| -0.9% | -$82.6K | 3.46% | 5 |
|
|
2019
Q1 | $9.37M | Sell |
90,002
-1,635
| -2% | -$159K | 3.17% | 5 |
|
|
2018
Q4 | $8.42M | Sell |
91,637
-7,860
| -8% | -$703K | 3.26% | 5 |
|
|
2018
Q3 | $8.28M | Buy |
99,497
+4,892
| +5% | +$400K | 3% | 5 |
|
|
2018
Q2 | $7.5M | Buy |
94,605
+16,014
| +20% | +$1.21M | 2.85% | 5 |
|
|
2018
Q1 | $6.16M | Sell |
78,591
-4,714
| -6% | -$393K | 2.45% | 5 |
|
|
2017
Q4 | $7.65M | Buy |
+83,305
| New | +$7.49M | 3.14% | 5 |
|
Other funds holding PG
VCM
VPM
Legacy Financial Advisors's PG Position: Q1 2026 in Review
Legacy Financial Advisors increased its Procter & Gamble (PG) stake by 6.2% in Q1 2026, buying an estimated $769K and bringing the position to 86,820 shares worth $12.5M. The position accounts for 1.75% of the portfolio, ranked #11.
Legacy Financial Advisors first reported a position in PG in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.8M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Legacy Financial Advisors held 86,820 shares of Procter & Gamble worth $12.5M as of Q1 2026.
- Legacy Financial Advisors bought 5,075 Procter & Gamble shares in Q1 2026, an estimated $769K.
- Procter & Gamble made up 1.75% of Legacy Financial Advisors's portfolio in Q1 2026, its #11 holding.
- Legacy Financial Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 34 quarters since.
- Legacy Financial Advisors's Procter & Gamble position peaked at $13.8M in Q3 2024.
- 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.