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Legend Financial Advisors’s Procter & Gamble PG Stock Holding History

Legend Financial 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
Q3 		– Sell
-101
Closed -$16K – 129
2025
Q2 		$16K Buy
+101
New +$16.5K 0.01% 96
2025
Q1 		– Sell
-582
Closed -$97.5K – 189
2024
Q4 		$97.5K Buy
582
+481
+476% +$81.9K 0.07% 42
2024
Q3 		$17.4K Sell
101
-862
-90% -$146K 0.01% 80
2024
Q2 		$159K Buy
963
+892
+1,256% +$146K 0.11% 43
2024
Q1 		$11.5K Sell
71
-101
-59% -$15.8K 0.01% 129
2023
Q4 		$25.1K Hold
172
– – 0.02% 82
2023
Q3 		$25K Hold
172
– – 0.02% 86
2023
Q2 		$26K Hold
172
– – 0.02% 85
2023
Q1 		$25.5K Sell
172
-66
-28% -$9.44K 0.02% 89
2022
Q4 		$36K Hold
238
– – 0.03% 81
2022
Q3 		$30K Buy
+238
New +$33.8K 0.03% 79

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legend Financial Advisors's PG Position: Q3 2025 in Review

Legend Financial Advisors sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 101 shares — an estimated $16K sold.

Legend Financial Advisors first reported a position in PG in Q3 2022 and held it in 11 quarters. The position peaked at $159K in Q2 2024. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Legend Financial Advisors reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 101 Procter & Gamble shares in Q3 2025, an estimated $16K.
  • Legend Financial Advisors first reported a position in Procter & Gamble in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Procter & Gamble position peaked at $159K in Q2 2024.
  • 3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.