Pinnacle Wealth Planning Services’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 | $2.32M | Buy |
16,065
+439
| +3% | +$66.6K | 0.24% | 53 |
|
|
2025
Q4 | $2.24M | Buy |
15,626
+188
| +1% | +$27.7K | 0.23% | 50 |
|
|
2025
Q3 | $2.37M | Buy |
15,438
+409
| +3% | +$63.9K | 0.28% | 51 |
|
|
2025
Q2 | $2.39M | Sell |
15,029
-979
| -6% | -$160K | 0.31% | 40 |
|
|
2025
Q1 | $2.73M | Buy |
16,008
+425
| +3% | +$71.2K | 0.41% | 34 |
|
|
2024
Q4 | $2.61M | Sell |
15,583
-6,203
| -28% | -$1.06M | 0.39% | 37 |
|
|
2024
Q3 | $3.77M | Buy |
21,786
+3,739
| +21% | +$635K | 0.51% | 32 |
|
|
2024
Q2 | $2.98M | Buy |
18,047
+146
| +0.8% | +$23.9K | 0.43% | 37 |
|
|
2024
Q1 | $2.9M | Sell |
17,901
-380
| -2% | -$59.6K | 0.43% | 37 |
|
|
2023
Q4 | $2.68M | Sell |
18,281
-312
| -2% | -$46.2K | 0.42% | 38 |
|
|
2023
Q3 | $2.71M | Sell |
18,593
-188
| -1% | -$28.7K | 0.45% | 36 |
|
|
2023
Q2 | $2.85M | Sell |
18,781
-533
| -3% | -$80.3K | 0.46% | 36 |
|
|
2023
Q1 | $2.87M | Buy |
19,314
+415
| +2% | +$59.3K | 0.48% | 39 |
|
|
2022
Q4 | $2.86M | Buy |
18,899
+5,369
| +40% | +$753K | 0.51% | 38 |
|
|
2022
Q3 | $1.71M | Sell |
13,530
-2,386
| -15% | -$339K | 0.32% | 53 |
|
|
2022
Q2 | $2.29M | Buy |
15,916
+200
| +1% | +$30.1K | 0.41% | 43 |
|
|
2022
Q1 | $2.4M | Buy |
15,716
+1,590
| +11% | +$249K | 0.44% | 40 |
|
|
2021
Q4 | $2.31M | Buy |
14,126
+1,654
| +13% | +$246K | 0.45% | 42 |
|
|
2021
Q3 | $1.74M | Buy |
12,472
+236
| +2% | +$33.5K | 0.39% | 53 |
|
|
2021
Q2 | $1.65M | Buy |
12,236
+876
| +8% | +$119K | 0.38% | 54 |
|
|
2021
Q1 | $1.54M | Sell |
11,360
-519
| -4% | -$67.7K | 0.39% | 51 |
|
|
2020
Q4 | $1.65M | Buy |
11,879
+521
| +5% | +$72.8K | 0.39% | 41 |
|
|
2020
Q3 | $1.58M | Sell |
11,358
-1,172
| -9% | -$156K | 0.52% | 33 |
|
|
2020
Q2 | $1.5M | Sell |
12,530
-1,481
| -11% | -$173K | 0.49% | 39 |
|
|
2020
Q1 | $1.54M | Buy |
14,011
+1,849
| +15% | +$222K | 0.73% | 28 |
|
|
2019
Q4 | $1.52M | Buy |
12,162
+1,387
| +13% | +$170K | 0.71% | 26 |
|
|
2019
Q3 | $1.34M | Buy |
10,775
+1,946
| +22% | +$230K | 0.73% | 24 |
|
|
2019
Q2 | $968K | Buy |
8,829
+720
| +9% | +$76.7K | 0.58% | 29 |
|
|
2019
Q1 | $844K | Sell |
8,109
-1,500
| -16% | -$146K | 0.57% | 33 |
|
|
2018
Q4 | $884K | Buy |
9,609
+336
| +4% | +$30K | 0.57% | 35 |
|
|
2018
Q3 | $772K | Buy |
9,273
+554
| +6% | +$45.3K | 0.71% | 37 |
|
|
2018
Q2 | $681K | Buy |
8,719
+586
| +7% | +$44.1K | 0.66% | 43 |
|
|
2018
Q1 | $645K | Buy |
8,133
+4,919
| +153% | +$410K | 0.66% | 47 |
|
|
2017
Q4 | $296K | Buy |
+3,214
| New | +$289K | 0.6% | 33 |
|
Other funds holding PG
VCM
VPM
Pinnacle Wealth Planning Services's PG Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Procter & Gamble (PG) stake by 2.8% in Q1 2026, buying an estimated $66.6K and bringing the position to 16,065 shares worth $2.32M. The position accounts for 0.24% of the portfolio, ranked #53.
Pinnacle Wealth Planning Services first reported a position in PG in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.77M in Q3 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Pinnacle Wealth Planning Services held 16,065 shares of Procter & Gamble worth $2.32M as of Q1 2026.
- Pinnacle Wealth Planning Services bought 439 Procter & Gamble shares in Q1 2026, an estimated $66.6K.
- Procter & Gamble made up 0.24% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #53 holding.
- Pinnacle Wealth Planning Services first reported a position in Procter & Gamble in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Procter & Gamble position peaked at $3.77M in Q3 2024.
- 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.