Pinion Investment 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
Q1 | $938K | Buy |
6,492
+347
| +6% | +$52.6K | 0.22% | 76 |
|
|
2025
Q4 | $881K | Sell |
6,145
-919
| -13% | -$136K | 0.21% | 74 |
|
|
2025
Q3 | $1.08M | Buy |
7,064
+646
| +10% | +$101K | 0.29% | 58 |
|
|
2025
Q2 | $1.02M | Buy |
6,418
+100
| +2% | +$16.3K | 0.35% | 50 |
|
|
2025
Q1 | $1.08M | Buy |
6,318
+550
| +10% | +$92.1K | 0.24% | 65 |
|
|
2024
Q4 | $967K | Buy |
5,768
+147
| +3% | +$25K | 0.38% | 48 |
|
|
2024
Q3 | $974K | Buy |
5,621
+392
| +7% | +$66.5K | 0.41% | 48 |
|
|
2024
Q2 | $862K | Sell |
5,229
-396
| -7% | -$64.7K | 0.43% | 44 |
|
|
2024
Q1 | $913K | Buy |
5,625
+326
| +6% | +$51.1K | 0.47% | 41 |
|
|
2023
Q4 | $776K | Sell |
5,299
-55
| -1% | -$8.15K | 0.47% | 41 |
|
|
2023
Q3 | $781K | Buy |
5,354
+171
| +3% | +$26.1K | 0.51% | 40 |
|
|
2023
Q2 | $786K | Buy |
5,183
+197
| +4% | +$29.7K | 0.53% | 41 |
|
|
2023
Q1 | $741K | Sell |
4,986
-1,811
| -27% | -$259K | 0.69% | 31 |
|
|
2022
Q4 | $1.03M | Sell |
6,797
-1,977
| -23% | -$277K | 0.97% | 20 |
|
|
2022
Q3 | $1.11M | Buy |
8,774
+2,295
| +35% | +$326K | 0.97% | 19 |
|
|
2022
Q2 | $932K | Buy |
6,479
+1,629
| +34% | +$245K | 0.78% | 30 |
|
|
2022
Q1 | $741K | Buy |
4,850
+154
| +3% | +$24.1K | 0.51% | 55 |
|
|
2021
Q4 | $768K | Buy |
4,696
+164
| +4% | +$24.3K | 0.52% | 59 |
|
|
2021
Q3 | $634K | Buy |
4,532
+14
| +0.3% | +$1.98K | 0.51% | 63 |
|
|
2021
Q2 | $610K | Buy |
4,518
+227
| +5% | +$30.7K | 0.49% | 68 |
|
|
2021
Q1 | $581K | Buy |
4,291
+793
| +23% | +$103K | 0.54% | 64 |
|
|
2020
Q4 | $487K | Sell |
3,498
-204
| -6% | -$28.5K | 0.51% | 67 |
|
|
2020
Q3 | $443K | Hold |
3,702
| – | – | 0.67% | 58 |
|
|
2020
Q2 | $443K | Sell |
3,702
-559
| -13% | -$65.2K | 0.67% | 58 |
|
|
2020
Q1 | $469K | Buy |
4,261
+560
| +15% | +$67.2K | 1.01% | 40 |
|
|
2019
Q4 | $462K | Buy |
3,701
+351
| +10% | +$42.9K | 0.86% | 49 |
|
|
2019
Q3 | $417K | Sell |
3,350
-443
| -12% | -$52.3K | 0.85% | 56 |
|
|
2019
Q2 | $416K | Sell |
3,793
-516
| -12% | -$55K | 0.89% | 50 |
|
|
2019
Q1 | $448K | Sell |
4,309
-823
| -16% | -$80.1K | 0.78% | 57 |
|
|
2018
Q4 | $472K | Sell |
5,132
-1,007
| -16% | -$90K | 0.99% | 38 |
|
|
2018
Q3 | $511K | Sell |
6,139
-461
| -7% | -$37.7K | 0.98% | 34 |
|
|
2018
Q2 | $515K | Buy |
6,600
+208
| +3% | +$15.7K | 1% | 35 |
|
|
2018
Q1 | $507K | Buy |
+6,392
| New | +$533K | 1.09% | 31 |
|
Other funds holding PG
VCM
VPM
Pinion Investment Advisors's PG Position: Q1 2026 in Review
Pinion Investment Advisors increased its Procter & Gamble (PG) stake by 5.6% in Q1 2026, buying an estimated $52.6K and bringing the position to 6,492 shares worth $938K. The position accounts for 0.22% of the portfolio, ranked #76.
Pinion Investment Advisors first reported a position in PG in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.11M in Q3 2022. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Pinion Investment Advisors held 6,492 shares of Procter & Gamble worth $938K as of Q1 2026.
- Pinion Investment Advisors bought 347 Procter & Gamble shares in Q1 2026, an estimated $52.6K.
- Procter & Gamble made up 0.22% of Pinion Investment Advisors's portfolio in Q1 2026, its #76 holding.
- Pinion Investment Advisors first reported a position in Procter & Gamble in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's Procter & Gamble position peaked at $1.11M in Q3 2022.
- 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.