McAlister Sweet & Associates’s Procter & Gamble PG Stock Holding History

McAlister Sweet & Associates’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 Q2	–	Sell	-1,245	Closed	-$212K	–	31
2025 Q1	$212K	Buy	+1,245	New	+$209K	0.16%	29
2024 Q4	–	Sell	-1,245	Closed	-$216K	–	27
2024 Q3	$216K	Sell	1,245 -100	-7%	-$17K	0.18%	29
2024 Q2	$222K	Sell	1,345 -2	-0.1%	-$327	0.16%	30
2024 Q1	$218K	Buy	+1,347	New	+$211K	0.17%	29
2023 Q3	–	Sell	-1,347	Closed	-$204K	–	37
2023 Q2	$204K	Hold	1,347	–	–	0.18%	34
2023 Q1	$200K	Hold	1,347	–	–	0.22%	27
2022 Q4	$204K	Buy	+1,347	New	+$189K	0.3%	23
2022 Q2	–	Sell	-1,347	Closed	-$206K	–	41
2022 Q1	$206K	Sell	1,347 -100	-7%	-$15.6K	0.22%	29
2021 Q4	$237K	Buy	+1,447	New	+$215K	0.21%	33

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

McAlister Sweet & Associates's PG Position: Q2 2025 in Review

McAlister Sweet & Associates sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,245 shares — an estimated $212K sold.

McAlister Sweet & Associates first reported a position in PG in Q4 2021 and held it in 9 quarters. The position peaked at $237K in Q4 2021. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

McAlister Sweet & Associates reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
McAlister Sweet & Associates sold 1,245 Procter & Gamble shares in Q2 2025, an estimated $212K.
McAlister Sweet & Associates first reported a position in Procter & Gamble in Q4 2021 and held it in 9 quarters.
McAlister Sweet & Associates's Procter & Gamble position peaked at $237K in Q4 2021.
3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on McAlister Sweet & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.