MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,550
| Closed | -$238K | – | 146 |
|
|
2025
Q3 | $238K | Sell |
1,550
-117
| -7% | -$18.3K | 0.05% | 125 |
|
|
2025
Q2 | $266K | Sell |
1,667
-44
| -3% | -$7.18K | 0.06% | 105 |
|
|
2025
Q1 | $292K | Sell |
1,711
-13
| -0.8% | -$2.18K | 0.07% | 97 |
|
|
2024
Q4 | $289K | Buy |
1,724
+322
| +23% | +$54.8K | 0.06% | 100 |
|
|
2024
Q3 | $243K | Sell |
1,402
-14
| -1% | -$2.38K | 0.05% | 103 |
|
|
2024
Q2 | $234K | Sell |
1,416
-22
| -2% | -$3.6K | 0.06% | 94 |
|
|
2024
Q1 | $231K | Buy |
+1,438
| New | +$226K | 0.06% | 97 |
|
|
2023
Q3 | – | Sell |
-1,354
| Closed | -$205K | – | 101 |
|
|
2023
Q2 | $205K | Sell |
1,354
-324
| -19% | -$48.8K | 0.06% | 91 |
|
|
2023
Q1 | $250K | Sell |
1,678
-16
| -0.9% | -$2.29K | 0.08% | 81 |
|
|
2022
Q4 | $257K | Buy |
+1,694
| New | +$237K | 0.09% | 66 |
|
|
2022
Q3 | – | Sell |
-1,498
| Closed | -$215K | – | 85 |
|
|
2022
Q2 | $215K | Sell |
1,498
-4
| -0.3% | -$601 | 0.09% | 69 |
|
|
2022
Q1 | $229K | Sell |
1,502
-148
| -9% | -$23.2K | 0.07% | 79 |
|
|
2021
Q4 | $269K | Sell |
1,650
-222
| -12% | -$33K | 0.08% | 75 |
|
|
2021
Q3 | $261K | Buy |
1,872
+9
| +0.5% | +$1.28K | 0.09% | 71 |
|
|
2021
Q2 | $251K | Buy |
1,863
+240
| +15% | +$32.5K | 0.09% | 72 |
|
|
2021
Q1 | $219K | Sell |
1,623
-819
| -34% | -$107K | 0.08% | 73 |
|
|
2020
Q4 | $339K | Sell |
2,442
-947
| -28% | -$132K | 0.14% | 58 |
|
|
2020
Q3 | $471K | Buy |
3,389
+42
| +1% | +$5.58K | 0.22% | 46 |
|
|
2020
Q2 | $400K | Buy |
3,347
+499
| +18% | +$58.2K | 0.22% | 47 |
|
|
2020
Q1 | $345K | Sell |
2,848
-486
| -15% | -$58.3K | 0.31% | 65 |
|
|
2019
Q4 | $416K | Sell |
3,334
-425
| -11% | -$52K | 0.23% | 38 |
|
|
2019
Q3 | $467K | Buy |
3,759
+545
| +17% | +$64.4K | 0.32% | 38 |
|
|
2019
Q2 | $355K | Sell |
3,214
-1
| -0% | -$107 | 0.25% | 36 |
|
|
2019
Q1 | $333K | Sell |
3,215
-126,804
| -98% | -$12.3M | 0.25% | 39 |
|
|
2018
Q4 | $11.8M | Buy |
130,019
+125,010
| +2,496% | +$11.2M | 8.09% | 1 |
|
|
2018
Q3 | $419K | Sell |
5,009
-2,142
| -30% | -$175K | 0.28% | 29 |
|
|
2018
Q2 | $558K | Hold |
7,151
| – | – | 0.4% | 27 |
|
|
2018
Q1 | $566K | Sell |
7,151
-200
| -3% | -$16.7K | 0.44% | 24 |
|
|
2017
Q4 | $675K | Sell |
7,351
-8
| -0.1% | -$719 | 0.53% | 23 |
|
|
2017
Q3 | $669K | Buy |
7,359
+109
| +2% | +$9.92K | 0.55% | 23 |
|
|
2017
Q2 | $631K | Hold |
7,250
| – | – | 0.55% | 23 |
|
|
2017
Q1 | $651K | Sell |
7,250
-92
| -1% | -$8.16K | 0.59% | 22 |
|
|
2016
Q4 | $617K | Buy |
7,342
+200
| +3% | +$17K | 0.58% | 22 |
|
|
2016
Q3 | $640K | Sell |
7,142
-4
| -0.1% | -$347 | 0.6% | 23 |
|
|
2016
Q2 | $605K | Sell |
7,146
-250
| -3% | -$20.5K | 0.57% | 24 |
|
|
2016
Q1 | $608K | Buy |
7,396
+269
| +4% | +$21.7K | 0.59% | 22 |
|
|
2015
Q4 | $558K | Buy |
+7,127
| New | +$545K | 0.52% | 24 |
|
Other funds holding PG
MinichMacGregor Wealth Management's PG Position: Q4 2025 in Review
MinichMacGregor Wealth Management sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,550 shares — an estimated $238K sold.
MinichMacGregor Wealth Management first reported a position in PG in Q4 2015 and held it in 37 quarters. The position peaked at $11.8M in Q4 2018. 4,023 funds tracked by Wall St. Rank hold PG as of Q4 2025.
- MinichMacGregor Wealth Management reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
- MinichMacGregor Wealth Management sold 1,550 Procter & Gamble shares in Q4 2025, an estimated $238K.
- MinichMacGregor Wealth Management first reported a position in Procter & Gamble in Q4 2015 and held it in 37 quarters.
- MinichMacGregor Wealth Management's Procter & Gamble position peaked at $11.8M in Q4 2018.
- 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.
Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.