PDS Planning’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 | $5.52M | Buy |
38,183
+2,296
| +6% | +$348K | 0.36% | 45 |
|
|
2025
Q4 | $5.14M | Sell |
35,887
-2,585
| -7% | -$381K | 0.34% | 47 |
|
|
2025
Q3 | $5.91M | Buy |
38,472
+747
| +2% | +$117K | 0.41% | 41 |
|
|
2025
Q2 | $6.01M | Buy |
37,725
+956
| +3% | +$156K | 0.45% | 38 |
|
|
2025
Q1 | $6.27M | Buy |
36,769
+1,124
| +3% | +$188K | 0.53% | 34 |
|
|
2024
Q4 | $5.98M | Buy |
35,645
+2,987
| +9% | +$509K | 0.53% | 35 |
|
|
2024
Q3 | $5.66M | Sell |
32,658
-243
| -0.7% | -$41.3K | 0.51% | 34 |
|
|
2024
Q2 | $5.43M | Buy |
32,901
+310
| +1% | +$50.7K | 0.55% | 32 |
|
|
2024
Q1 | $5.29M | Buy |
32,591
+234
| +0.7% | +$36.7K | 0.56% | 31 |
|
|
2023
Q4 | $4.74M | Buy |
32,357
+1,267
| +4% | +$188K | 0.54% | 33 |
|
|
2023
Q3 | $4.53M | Buy |
31,090
+147
| +0.5% | +$22.5K | 0.59% | 33 |
|
|
2023
Q2 | $4.7M | Buy |
30,943
+759
| +3% | +$114K | 0.6% | 34 |
|
|
2023
Q1 | $4.49M | Buy |
30,184
+4,623
| +18% | +$661K | 0.62% | 32 |
|
|
2022
Q4 | $3.87M | Buy |
25,561
+60
| +0.2% | +$8.41K | 0.62% | 34 |
|
|
2022
Q3 | $3.22M | Buy |
25,501
+264
| +1% | +$37.5K | 0.59% | 32 |
|
|
2022
Q2 | $3.63M | Buy |
25,237
+451
| +2% | +$67.8K | 0.66% | 32 |
|
|
2022
Q1 | $3.79M | Buy |
24,786
+555
| +2% | +$86.8K | 0.67% | 31 |
|
|
2021
Q4 | $3.96M | Buy |
24,231
+394
| +2% | +$58.5K | 0.76% | 28 |
|
|
2021
Q3 | $3.33M | Sell |
23,837
-184
| -0.8% | -$26.1K | 0.77% | 32 |
|
|
2021
Q2 | $3.24M | Buy |
24,021
+1,254
| +6% | +$170K | 0.79% | 34 |
|
|
2021
Q1 | $3.08M | Sell |
22,767
-701
| -3% | -$91.5K | 0.89% | 30 |
|
|
2020
Q4 | $3.27M | Buy |
23,468
+581
| +3% | +$81.2K | 1.12% | 28 |
|
|
2020
Q3 | $3.18M | Buy |
22,887
+365
| +2% | +$48.5K | 1.3% | 25 |
|
|
2020
Q2 | $2.69M | Buy |
22,522
+976
| +5% | +$114K | 1.22% | 27 |
|
|
2020
Q1 | $2.37M | Buy |
21,546
+991
| +5% | +$119K | 1.51% | 20 |
|
|
2019
Q4 | $2.57M | Sell |
20,555
-164
| -0.8% | -$20.1K | 1.62% | 20 |
|
|
2019
Q3 | $2.58M | Buy |
20,719
+499
| +2% | +$59K | 1.79% | 21 |
|
|
2019
Q2 | $2.22M | Buy |
20,220
+275
| +1% | +$29.3K | 1.65% | 21 |
|
|
2019
Q1 | $2.08M | Sell |
19,945
-354
| -2% | -$34.5K | 1.61% | 19 |
|
|
2018
Q4 | $1.87M | Buy |
20,299
+320
| +2% | +$28.6K | 1.6% | 19 |
|
|
2018
Q3 | $1.66M | Buy |
19,979
+447
| +2% | +$36.6K | 1.42% | 19 |
|
|
2018
Q2 | $1.52M | Buy |
19,532
+80
| +0.4% | +$6.02K | 1.5% | 19 |
|
|
2018
Q1 | $1.54M | Sell |
19,452
-711
| -4% | -$59.3K | 1.56% | 18 |
|
|
2017
Q4 | $1.85M | Buy |
+20,163
| New | +$1.81M | 1.88% | 16 |
|
Other funds holding PG
VCM
VPM
PDS Planning's PG Position: Q1 2026 in Review
PDS Planning increased its Procter & Gamble (PG) stake by 6.4% in Q1 2026, buying an estimated $348K and bringing the position to 38,183 shares worth $5.52M. The position accounts for 0.36% of the portfolio, ranked #45.
PDS Planning first reported a position in PG in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.27M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- PDS Planning held 38,183 shares of Procter & Gamble worth $5.52M as of Q1 2026.
- PDS Planning bought 2,296 Procter & Gamble shares in Q1 2026, an estimated $348K.
- Procter & Gamble made up 0.36% of PDS Planning's portfolio in Q1 2026, its #45 holding.
- PDS Planning first reported a position in Procter & Gamble in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's Procter & Gamble position peaked at $6.27M in Q1 2025.
- 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.