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Priebe Wealth Holdings’s Procter & Gamble PG Stock Holding History

Priebe Wealth Holdings’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
Q2 		– Sell
-1,180
Closed -$201K – 71
2025
Q1 		$201K Sell
1,180
-64
-5% -$10.7K 0.13% 76
2024
Q4 		$209K Buy
1,244
+70
+6% +$11.9K 0.14% 65
2024
Q3 		$203K Buy
+1,174
New +$199K 0.15% 64
2024
Q2 		– Sell
-1,449
Closed -$235K – 57
2024
Q1 		$235K Sell
1,449
-4,623
-76% -$725K 0.18% 47
2023
Q4 		$890K Buy
+6,072
New +$899K 0.73% 23

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Priebe Wealth Holdings's PG Position: Q2 2025 in Review

Priebe Wealth Holdings sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,180 shares — an estimated $201K sold.

Priebe Wealth Holdings first reported a position in PG in Q4 2023 and held it in 5 quarters. The position peaked at $890K in Q4 2023. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Priebe Wealth Holdings reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Priebe Wealth Holdings sold 1,180 Procter & Gamble shares in Q2 2025, an estimated $201K.
  • Priebe Wealth Holdings first reported a position in Procter & Gamble in Q4 2023 and held it in 5 quarters.
  • Priebe Wealth Holdings's Procter & Gamble position peaked at $890K in Q4 2023.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.