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Masso Torrence Wealth Management’s Procter & Gamble PG Stock Holding History

Masso Torrence Wealth Management’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 		$579K Sell
3,766
-404
-10% -$63.1K 0.24% 58
2025
Q2 		$664K Buy
4,170
+27
+0.7% +$4.41K 0.31% 52
2025
Q1 		$706K Buy
4,143
+87
+2% +$14.6K 0.38% 48
2024
Q4 		$680K Buy
4,056
+135
+3% +$23K 0.36% 47
2024
Q3 		$679K Sell
3,921
-440
-10% -$74.7K 0.37% 49
2024
Q2 		$719K Buy
4,361
+320
+8% +$52.3K 0.4% 46
2024
Q1 		$656K Buy
4,041
+149
+4% +$23.4K 0.39% 49
2023
Q4 		$570K Buy
3,892
+325
+9% +$48.1K 0.39% 48
2023
Q3 		$520K Buy
3,567
+196
+6% +$29.9K 0.4% 55
2023
Q2 		$512K Sell
3,371
-219
-6% -$33K 0.37% 56
2023
Q1 		$534K Buy
3,590
+82
+2% +$11.7K 0.42% 51
2022
Q4 		$532K Sell
3,508
-81
-2% -$11.4K 0.42% 51
2022
Q3 		$453K Buy
3,589
+610
+20% +$86.7K 0.4% 46
2022
Q2 		$428K Sell
2,979
-141
-5% -$21.2K 0.38% 46
2022
Q1 		$477K Buy
3,120
+13
+0.4% +$2.03K 0.38% 46
2021
Q4 		$508K Buy
+3,107
New +$461K 0.36% 51

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Masso Torrence Wealth Management's PG Position: Q3 2025 in Review

Masso Torrence Wealth Management reduced its Procter & Gamble (PG) stake by 9.7% in Q3 2025, selling an estimated $63.1K and leaving 3,766 shares worth $579K. The position accounts for 0.24% of the portfolio, ranked #58.

Masso Torrence Wealth Management first reported a position in PG in Q4 2021 and has held it in 16 quarters since. The position peaked at $719K in Q2 2024. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Masso Torrence Wealth Management held 3,766 shares of Procter & Gamble worth $579K as of Q3 2025.
  • Masso Torrence Wealth Management sold 404 Procter & Gamble shares in Q3 2025, an estimated $63.1K.
  • Procter & Gamble made up 0.24% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #58 holding.
  • Masso Torrence Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 16 quarters since.
  • Masso Torrence Wealth Management's Procter & Gamble position peaked at $719K in Q2 2024.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.