Mascoma Wealth Management’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 | $181K | Buy |
1,233
+6
| +0.5% | +$873 | 0.03% | 100 |
|
|
2026
Q1 | $177K | Sell |
1,227
-2
| -0.2% | -$303 | 0.04% | 102 |
|
|
2025
Q4 | $176K | Sell |
1,229
-599
| -33% | -$88.3K | 0.04% | 96 |
|
|
2025
Q3 | $281K | Sell |
1,828
-228
| -11% | -$35.6K | 0.06% | 76 |
|
|
2025
Q2 | $328K | Sell |
2,056
-69
| -3% | -$11.3K | 0.08% | 67 |
|
|
2025
Q1 | $362K | Hold |
2,125
| – | – | 0.09% | 64 |
|
|
2024
Q4 | $356K | Buy |
2,125
+69
| +3% | +$11.8K | 0.09% | 67 |
|
|
2024
Q3 | $356K | Hold |
2,056
| – | – | 0.09% | 69 |
|
|
2024
Q2 | $339K | Buy |
2,056
+518
| +34% | +$84.7K | 0.09% | 69 |
|
|
2024
Q1 | $250K | Sell |
1,538
-27
| -2% | -$4.24K | 0.07% | 86 |
|
|
2023
Q4 | $229K | Sell |
1,565
-30
| -2% | -$4.44K | 0.07% | 93 |
|
|
2023
Q3 | $233K | Buy |
1,595
+30
| +2% | +$4.58K | 0.07% | 93 |
|
|
2023
Q2 | $246K | Sell |
1,565
-1,652
| -51% | -$249K | 0.08% | 90 |
|
|
2023
Q1 | $503K | Buy |
3,217
+930
| +41% | +$133K | 0.15% | 68 |
|
|
2022
Q4 | $347K | Sell |
2,287
-380
| -14% | -$53.3K | 0.11% | 90 |
|
|
2022
Q3 | $337K | Buy |
2,667
+300
| +13% | +$42.6K | 0.12% | 89 |
|
|
2022
Q2 | $340K | Hold |
2,367
| – | – | 0.12% | 90 |
|
|
2022
Q1 | $362K | Buy |
2,367
+611
| +35% | +$95.6K | 0.12% | 87 |
|
|
2021
Q4 | $287K | Sell |
1,756
-2,030
| -54% | -$301K | 0.1% | 89 |
|
|
2021
Q3 | $529K | Sell |
3,786
-234
| -6% | -$33.2K | 0.21% | 58 |
|
|
2021
Q2 | $542K | Hold |
4,020
| – | – | 0.23% | 55 |
|
|
2021
Q1 | $544K | Sell |
4,020
-431
| -10% | -$56.2K | 0.23% | 53 |
|
|
2020
Q4 | $619K | Buy |
+4,451
| New | +$622K | 0.31% | 42 |
|
|
2019
Q3 | $592K | Sell |
4,758
-372
| -7% | -$44K | 0.37% | 44 |
|
|
2019
Q2 | $563K | Sell |
5,130
-4,893
| -49% | -$522K | 0.35% | 42 |
|
|
2019
Q1 | $1.04M | Sell |
10,023
-2,081
| -17% | -$203K | 0.7% | 22 |
|
|
2018
Q4 | $1.11M | Buy |
12,104
+4,124
| +52% | +$369K | 0.85% | 20 |
|
|
2018
Q3 | $664K | Buy |
7,980
+1,653
| +26% | +$135K | 0.44% | 31 |
|
|
2018
Q2 | $494K | Buy |
6,327
+2,628
| +71% | +$198K | 0.35% | 38 |
|
|
2018
Q1 | $293K | Buy |
3,699
+1
| +0% | +$83 | 0.19% | 60 |
|
|
2017
Q4 | $312K | Buy |
3,698
+101
| +3% | +$9.08K | 0.19% | 54 |
|
|
2017
Q3 | $327K | Sell |
3,597
-244
| -6% | -$22.2K | 0.22% | 53 |
|
|
2017
Q2 | $335K | Sell |
3,841
-76
| -2% | -$6.7K | 0.23% | 49 |
|
|
2017
Q1 | $352K | Sell |
3,917
-119
| -3% | -$10.6K | 0.25% | 38 |
|
|
2016
Q4 | $339K | Buy |
+4,036
| New | +$344K | 0.25% | 40 |
|
Other funds holding PG
Mascoma Wealth Management's PG Position: Q2 2026 in Review
Mascoma Wealth Management increased its Procter & Gamble (PG) stake by 0.49% in Q2 2026, buying an estimated $873 and bringing the position to 1,233 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #100.
Mascoma Wealth Management first reported a position in PG in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.11M in Q4 2018. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Mascoma Wealth Management held 1,233 shares of Procter & Gamble worth $181K as of Q2 2026.
- Mascoma Wealth Management bought 6 Procter & Gamble shares in Q2 2026, an estimated $873.
- Procter & Gamble made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #100 holding.
- Mascoma Wealth Management first reported a position in Procter & Gamble in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's Procter & Gamble position peaked at $1.11M in Q4 2018.
- 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.