Outlook Wealth Advisors’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
Q2 | $1.04M | Sell |
7,121
-22
| -0.3% | -$3.2K | 0.23% | 97 |
|
|
2026
Q1 | $1.03M | Buy |
7,143
+13
| +0.2% | +$1.97K | 0.25% | 85 |
|
|
2025
Q4 | $1.02M | Buy |
7,130
+51
| +0.7% | +$7.52K | 0.23% | 86 |
|
|
2025
Q3 | $1.09M | Buy |
7,079
+1,601
| +29% | +$250K | 0.27% | 79 |
|
|
2025
Q2 | $873K | Sell |
5,478
-2
| -0% | -$326 | 0.22% | 88 |
|
|
2025
Q1 | $934K | Buy |
5,480
+49
| +0.9% | +$8.21K | 0.26% | 78 |
|
|
2024
Q4 | $911K | Sell |
5,431
-1,992
| -27% | -$339K | 0.26% | 74 |
|
|
2024
Q3 | $1.29M | Buy |
7,423
+179
| +2% | +$30.4K | 0.37% | 53 |
|
|
2024
Q2 | $1.19M | Buy |
7,244
+290
| +4% | +$47.4K | 0.37% | 51 |
|
|
2024
Q1 | $1.13M | Buy |
6,954
+384
| +6% | +$60.2K | 0.35% | 58 |
|
|
2023
Q4 | $963K | Buy |
6,570
+407
| +7% | +$60.3K | 0.34% | 61 |
|
|
2023
Q3 | $899K | Buy |
6,163
+369
| +6% | +$56.4K | 0.34% | 69 |
|
|
2023
Q2 | $879K | Buy |
5,794
+564
| +11% | +$85K | 0.33% | 72 |
|
|
2023
Q1 | $778K | Sell |
5,230
-54
| -1% | -$7.72K | 0.35% | 71 |
|
|
2022
Q4 | $801K | Buy |
5,284
+21
| +0.4% | +$2.94K | 0.38% | 65 |
|
|
2022
Q3 | $664K | Sell |
5,263
-4
| -0.1% | -$568 | 0.3% | 86 |
|
|
2022
Q2 | $757K | Buy |
5,267
+33
| +0.6% | +$4.96K | 0.31% | 83 |
|
|
2022
Q1 | $799K | Buy |
5,234
+100
| +2% | +$15.6K | 0.27% | 94 |
|
|
2021
Q4 | $840K | Buy |
5,134
+288
| +6% | +$42.8K | 0.25% | 97 |
|
|
2021
Q3 | $677K | Hold |
4,846
| – | – | 0.22% | 108 |
|
|
2021
Q2 | $654K | Sell |
4,846
-36
| -0.7% | -$4.87K | 0.21% | 119 |
|
|
2021
Q1 | $661K | Hold |
4,882
| – | – | 0.23% | 107 |
|
|
2020
Q4 | $679K | Sell |
4,882
-350
| -7% | -$48.9K | 0.25% | 99 |
|
|
2020
Q3 | $727K | Sell |
5,232
-370
| -7% | -$49.1K | 0.29% | 73 |
|
|
2020
Q2 | $670K | Sell |
5,602
-97
| -2% | -$11.3K | 0.28% | 76 |
|
|
2020
Q1 | $627K | Buy |
+5,699
| New | +$684K | 0.35% | 61 |
|
|
2019
Q4 | – | Sell |
-4,562
| Closed | -$567K | – | 159 |
|
|
2019
Q3 | $567K | Sell |
4,562
-2,665
| -37% | -$315K | 0.34% | 66 |
|
|
2019
Q2 | $792K | Sell |
7,227
-1,151
| -14% | -$123K | 0.52% | 48 |
|
|
2019
Q1 | $872K | Sell |
8,378
-542
| -6% | -$52.8K | 0.72% | 33 |
|
|
2018
Q4 | $820K | Buy |
+8,920
| New | +$797K | 0.37% | 70 |
|
Other funds holding PG
Outlook Wealth Advisors's PG Position: Q2 2026 in Review
Outlook Wealth Advisors reduced its Procter & Gamble (PG) stake by 0.31% in Q2 2026, selling an estimated $3.2K and leaving 7,121 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #97.
Outlook Wealth Advisors first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.29M in Q3 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Outlook Wealth Advisors held 7,121 shares of Procter & Gamble worth $1.04M as of Q2 2026.
- Outlook Wealth Advisors sold 22 Procter & Gamble shares in Q2 2026, an estimated $3.2K.
- Procter & Gamble made up 0.23% of Outlook Wealth Advisors's portfolio in Q2 2026, its #97 holding.
- Outlook Wealth Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
- Outlook Wealth Advisors's Procter & Gamble position peaked at $1.29M in Q3 2024.
- 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.