PCG Wealth Advisors’s Procter & Gamble PG Stock Holding History

PCG 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
2026 Q1	$273K	Sell	1,888 -59	-3%	-$8.95K	0.07%	144
2025 Q4	$279K	Buy	1,947 +21	+1%	+$3.1K	0.08%	132
2025 Q3	$296K	Sell	1,926 -93	-5%	-$14.5K	0.09%	124
2025 Q2	$322K	Buy	2,019 +84	+4%	+$13.7K	0.16%	69
2025 Q1	$330K	Buy	1,935 +6	+0.3%	+$1K	0.12%	105
2024 Q4	$323K	Buy	1,929 +7	+0.4%	+$1.19K	0.12%	101
2024 Q3	$333K	Buy	1,922 +6	+0.3%	+$1.02K	0.13%	94
2024 Q2	$316K	Buy	1,916 +323	+20%	+$52.8K	0.14%	91
2024 Q1	$258K	Buy	+1,593	New	+$250K	0.12%	95
2023 Q4	–	Sell	-1,715	Closed	-$250K	–	110
2023 Q3	$250K	Buy	1,715 +17	+1%	+$2.6K	0.16%	83
2023 Q2	$258K	Buy	1,698 +86	+5%	+$13K	0.16%	86
2023 Q1	$240K	Sell	1,612 -7	-0.4%	-$1K	0.15%	92
2022 Q4	$245K	Sell	1,619 -3,974	-71%	-$557K	0.16%	89
2022 Q3	$707K	Buy	5,593 +2,782	+99%	+$395K	0.25%	63
2022 Q2	$404K	Buy	2,811 +3	+0.1%	+$451	0.29%	57
2022 Q1	$429K	Buy	2,808 +398	+17%	+$62.3K	0.27%	54
2021 Q4	$394K	Buy	+2,410	New	+$358K	0.27%	54

Other funds holding PG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

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