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

Primoris 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
2025 Q1	–	Sell	-1,390	Closed	-$233K	–	102
2024 Q4	$233K	Sell	1,390 -101	-7%	-$17.2K	0.18%	83
2024 Q3	$302K	Sell	1,491 -192	-11%	-$32.6K	0.22%	84
2024 Q2	$278K	Sell	1,683 -1,113	-40%	-$182K	0.22%	85
2024 Q1	$454K	Buy	2,796 +80	+3%	+$12.5K	0.36%	64
2023 Q4	$398K	Buy	2,716 +495	+22%	+$73.3K	0.38%	60
2023 Q3	$324K	Sell	2,221 -43	-2%	-$6.57K	0.39%	54
2023 Q2	$344K	Buy	2,264 +7	+0.3%	+$1.05K	0.38%	49
2023 Q1	$336K	Buy	2,257 +13	+0.6%	+$1.86K	0.41%	48
2022 Q4	$340K	Hold	2,244	–	–	0.52%	43
2022 Q3	$283K	Sell	2,244 -74	-3%	-$10.5K	0.5%	46
2022 Q2	$334K	Buy	2,318 +94	+4%	+$14.1K	0.48%	52
2022 Q1	$340K	Hold	2,224	–	–	0.32%	52
2021 Q4	$364K	Buy	+2,224	New	+$330K	0.29%	62

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Primoris Wealth Advisors's PG Position: Q1 2025 in Review

Primoris Wealth Advisors sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 1,390 shares — an estimated $233K sold.

Primoris Wealth Advisors first reported a position in PG in Q4 2021 and held it in 13 quarters. The position peaked at $454K in Q1 2024. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Primoris Wealth Advisors reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
Primoris Wealth Advisors sold 1,390 Procter & Gamble shares in Q1 2025, an estimated $233K.
Primoris Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and held it in 13 quarters.
Primoris Wealth Advisors's Procter & Gamble position peaked at $454K in Q1 2024.
4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Primoris Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.