MPS Loria Financial Planners’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
Q1 | $415K | Sell |
2,873
-499
| -15% | -$75.6K | 0.11% | 59 |
|
|
2025
Q4 | $483K | Buy |
3,372
+18
| +0.5% | +$2.65K | 0.12% | 51 |
|
|
2025
Q3 | $515K | Buy |
3,354
+17
| +0.5% | +$2.65K | 0.14% | 46 |
|
|
2025
Q2 | $532K | Buy |
3,337
+16
| +0.5% | +$2.61K | 0.16% | 43 |
|
|
2025
Q1 | $566K | Buy |
3,321
+43
| +1% | +$7.2K | 0.17% | 38 |
|
|
2024
Q4 | $550K | Buy |
3,278
+10
| +0.3% | +$1.7K | 0.16% | 37 |
|
|
2024
Q3 | $566K | Sell |
3,268
-56
| -2% | -$9.51K | 0.17% | 36 |
|
|
2024
Q2 | $548K | Buy |
3,324
+9
| +0.3% | +$1.47K | 0.18% | 35 |
|
|
2024
Q1 | $538K | Sell |
3,315
-123
| -4% | -$19.3K | 0.18% | 39 |
|
|
2023
Q4 | $504K | Buy |
3,438
+10
| +0.3% | +$1.48K | 0.18% | 39 |
|
|
2023
Q3 | $500K | Sell |
3,428
-66
| -2% | -$10.1K | 0.2% | 37 |
|
|
2023
Q2 | $530K | Buy |
3,494
+2
| +0.1% | +$301 | 0.2% | 37 |
|
|
2023
Q1 | $519K | Buy |
3,492
+96
| +3% | +$13.7K | 0.21% | 36 |
|
|
2022
Q4 | $515K | Sell |
3,396
-83
| -2% | -$11.6K | 0.23% | 36 |
|
|
2022
Q3 | $439K | Buy |
3,479
+93
| +3% | +$13.2K | 0.17% | 40 |
|
|
2022
Q2 | $486K | Buy |
3,386
+3
| +0.1% | +$451 | 0.22% | 39 |
|
|
2022
Q1 | $517K | Buy |
3,383
+102
| +3% | +$16K | 0.22% | 42 |
|
|
2021
Q4 | $536K | Buy |
3,281
+2
| +0.1% | +$297 | 0.22% | 41 |
|
|
2021
Q3 | $458K | Buy |
3,279
+2
| +0.1% | +$283 | 0.21% | 39 |
|
|
2021
Q2 | $442K | Sell |
3,277
-238
| -7% | -$32.2K | 0.2% | 40 |
|
|
2021
Q1 | $476K | Buy |
3,515
+3
| +0.1% | +$391 | 0.22% | 37 |
|
|
2020
Q4 | $484K | Buy |
3,512
+379
| +12% | +$53K | 0.22% | 37 |
|
|
2020
Q3 | $435K | Buy |
3,133
+79
| +3% | +$10.5K | 0.23% | 33 |
|
|
2020
Q2 | $365K | Buy |
3,054
+180
| +6% | +$21K | 0.2% | 38 |
|
|
2020
Q1 | $316K | Buy |
2,874
+3
| +0.1% | +$360 | 0.24% | 40 |
|
|
2019
Q4 | $358K | Buy |
2,871
+4
| +0.1% | +$489 | 0.21% | 44 |
|
|
2019
Q3 | $356K | Buy |
2,867
+4
| +0.1% | +$473 | 0.23% | 40 |
|
|
2019
Q2 | $314K | Buy |
2,863
+3
| +0.1% | +$320 | 0.2% | 49 |
|
|
2019
Q1 | $298K | Buy |
2,860
+5
| +0.2% | +$487 | 0.2% | 48 |
|
|
2018
Q4 | $262K | Buy |
2,855
+8
| +0.3% | +$715 | 0.19% | 55 |
|
|
2018
Q3 | $237K | Sell |
2,847
-692
| -20% | -$56.6K | 0.15% | 62 |
|
|
2018
Q2 | $276K | Sell |
3,539
-99
| -3% | -$7.45K | 0.28% | 55 |
|
|
2018
Q1 | $288K | Buy |
3,638
+14
| +0.4% | +$1.17K | 0.2% | 53 |
|
|
2017
Q4 | $333K | Buy |
3,624
+113
| +3% | +$10.2K | 0.23% | 53 |
|
|
2017
Q3 | $319K | Sell |
3,511
-1,188
| -25% | -$108K | 0.23% | 50 |
|
|
2017
Q2 | $433K | Buy |
+4,699
| New | +$414K | 0.29% | 39 |
|
Other funds holding PG
VCM
VPM
MPS Loria Financial Planners's PG Position: Q1 2026 in Review
MPS Loria Financial Planners reduced its Procter & Gamble (PG) stake by 15% in Q1 2026, selling an estimated $75.6K and leaving 2,873 shares worth $415K. The position accounts for 0.11% of the portfolio, ranked #59.
MPS Loria Financial Planners first reported a position in PG in Q2 2017 and has held it in 36 quarters since. The position peaked at $566K in Q1 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- MPS Loria Financial Planners held 2,873 shares of Procter & Gamble worth $415K as of Q1 2026.
- MPS Loria Financial Planners sold 499 Procter & Gamble shares in Q1 2026, an estimated $75.6K.
- Procter & Gamble made up 0.11% of MPS Loria Financial Planners's portfolio in Q1 2026, its #59 holding.
- MPS Loria Financial Planners first reported a position in Procter & Gamble in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's Procter & Gamble position peaked at $566K in Q1 2025.
- 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.