Pacific Capital Wealth Advisors’s Procter & Gamble PG Stock Holding History

Pacific Capital Wealth Advisors’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 Q1	–	Sell	-496	Closed	-$83.2K	–	294
2024 Q4	$83.2K	Sell	496 -13	-3%	-$2.21K	0.01%	119
2024 Q3	$88.2K	Sell	509 -60	-11%	-$10.2K	0.01%	115
2024 Q2	$93.8K	Buy	569 +297	+109%	+$48.6K	0.02%	113
2024 Q1	$44.1K	Buy	272 +34	+14%	+$5.33K	0.01%	145
2023 Q4	$34.9K	Buy	+238	New	+$35.3K	0.01%	156
2020 Q4	–	Sell	-200	Closed	-$28K	–	158
2020 Q3	$28K	Buy	+200	New	+$26.6K	0.02%	130

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Capital Wealth Advisors's PG Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 496 shares — an estimated $83.2K sold.

Pacific Capital Wealth Advisors first reported a position in PG in Q3 2020 and held it in 6 quarters. The position peaked at $93.8K in Q2 2024. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 496 Procter & Gamble shares in Q1 2025, an estimated $83.2K.
Pacific Capital Wealth Advisors first reported a position in Procter & Gamble in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Procter & Gamble position peaked at $93.8K in Q2 2024.
4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.