Northeast Financial Consultants’s Procter & Gamble PG Stock Holding History

Northeast Financial Consultants’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	$3.28M	Sell	20,594 -5,098	-20%	-$832K	0.13%	84
2025 Q1	$4.38M	Buy	25,692 +32	+0.1%	+$5.36K	0.19%	66
2024 Q4	$4.3M	Buy	25,660 +63	+0.2%	+$10.7K	0.18%	69
2024 Q3	$4.43M	Sell	25,597 -762	-3%	-$129K	0.19%	70
2024 Q2	$4.35M	Sell	26,359 -435	-2%	-$71.1K	0.2%	67
2024 Q1	$4.35M	Buy	26,794 +722	+3%	+$113K	0.21%	72
2023 Q4	$3.82M	Sell	26,072 -3	-0%	-$444	0.21%	70
2023 Q3	$3.8M	Buy	26,075 +91	+0.4%	+$13.9K	0.24%	62
2023 Q2	$3.94M	Sell	25,984 -56	-0.2%	-$8.44K	0.24%	63
2023 Q1	$3.87M	Sell	26,040 -671	-3%	-$95.9K	0.25%	61
2022 Q4	$4.05M	Buy	26,711 +32	+0.1%	+$4.49K	0.27%	61
2022 Q3	$3.37M	Buy	26,679 +52	+0.2%	+$7.39K	0.25%	64
2022 Q2	$3.83M	Sell	26,627 -356	-1%	-$53.5K	0.27%	61
2022 Q1	$4.12M	Buy	26,983 +393	+1%	+$61.5K	0.24%	63
2021 Q4	$4.35M	Buy	26,590 +374	+1%	+$55.5K	0.26%	58
2021 Q3	$3.67M	Buy	26,216 +58	+0.2%	+$8.22K	0.24%	62
2021 Q2	$3.53M	Buy	26,158 +853	+3%	+$115K	0.24%	64
2021 Q1	$3.43M	Sell	25,305 -128	-0.5%	-$16.7K	0.26%	59
2020 Q4	$3.54M	Buy	25,433 +26	+0.1%	+$3.63K	0.29%	56
2020 Q3	$3.53M	Sell	25,407 -7,988	-24%	-$1.06M	0.32%	50
2020 Q2	$3.99M	Buy	33,395 +721	+2%	+$84.1K	0.38%	42
2020 Q1	$3.59M	Buy	32,674 +82	+0.3%	+$9.84K	0.41%	41
2019 Q4	$4.07M	Buy	32,592 +75	+0.2%	+$9.18K	0.36%	54
2019 Q3	$4.04M	Buy	32,517 +76	+0.2%	+$8.98K	0.41%	53
2019 Q2	$3.56M	Buy	32,441 +84	+0.3%	+$8.95K	0.36%	52
2019 Q1	$3.37M	Buy	32,357 +25	+0.1%	+$2.43K	0.37%	46
2018 Q4	$2.97M	Buy	32,332 +21,852	+209%	+$1.95M	0.41%	43
2018 Q3	$872K	Buy	10,480 +2,620	+33%	+$214K	0.24%	60
2018 Q2	$613K	Sell	7,860 -1,200	-13%	-$90.3K	0.19%	77
2018 Q1	$718K	Hold	9,060	–	–	0.24%	68
2017 Q4	$832K	Hold	9,060	–	–	0.28%	58
2017 Q3	$824K	Sell	9,060 -2,100	-19%	-$191K	0.3%	53
2017 Q2	$973K	Sell	11,160 -922	-8%	-$81.3K	0.38%	49
2017 Q1	$1.08M	Sell	12,082 -500	-4%	-$44.3K	0.45%	43
2016 Q4	$1.06M	Buy	12,582 +1,093	+10%	+$93.2K	0.47%	42
2016 Q3	$1.03M	Buy	11,489 +527	+5%	+$45.8K	0.44%	42
2016 Q2	$928K	Hold	10,962	–	–	0.41%	43
2016 Q1	$902K	Hold	10,962	–	–	0.47%	40
2015 Q4	$871K	Hold	10,962	–	–	0.45%	42
2015 Q3	$789K	Hold	10,962	–	–	0.4%	48
2015 Q2	$858K	Hold	10,962	–	–	0.38%	50
2015 Q1	$898K	Hold	10,962	–	–	0.41%	50
2014 Q4	$999K	Sell	10,962 -500	-4%	-$44K	0.53%	41
2014 Q3	$960K	Sell	11,462 -500	-4%	-$41K	0.53%	42
2014 Q2	$940K	Hold	11,962	–	–	0.53%	41
2014 Q1	$964K	Sell	11,962 -1,100	-8%	-$86.7K	0.57%	38
2013 Q4	$1.06M	Buy	+13,062	New	+$1.06M	0.71%	29

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

Northeast Financial Consultants's PG Position: Q2 2025 in Review

Northeast Financial Consultants reduced its Procter & Gamble (PG) stake by 20% in Q2 2025, selling an estimated $832K and leaving 20,594 shares worth $3.28M. The position accounts for 0.13% of the portfolio, ranked #84.

Northeast Financial Consultants first reported a position in PG in Q4 2013 and has held it in 47 quarters since. The position peaked at $4.43M in Q3 2024. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Northeast Financial Consultants held 20,594 shares of Procter & Gamble worth $3.28M as of Q2 2025.
Northeast Financial Consultants sold 5,098 Procter & Gamble shares in Q2 2025, an estimated $832K.
Procter & Gamble made up 0.13% of Northeast Financial Consultants's portfolio in Q2 2025, its #84 holding.
Northeast Financial Consultants first reported a position in Procter & Gamble in Q4 2013 and has held it in 47 quarters since.
Northeast Financial Consultants's Procter & Gamble position peaked at $4.43M in Q3 2024.
3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.