Prism Advisors’s Procter & Gamble PG Stock Holding History

Prism 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 Q3	–	Sell	-1,295	Closed	-$206K	–	76
2025 Q2	$206K	Hold	1,295	–	–	0.06%	68
2025 Q1	$221K	Buy	1,295 +86	+7%	+$14.4K	0.07%	56
2024 Q4	$203K	Hold	1,209	–	–	0.06%	57
2024 Q3	$209K	Buy	+1,209	New	+$205K	0.06%	65
2022 Q4	–	Sell	-1,782	Closed	-$225K	–	52
2022 Q3	$225K	Hold	1,782	–	–	0.09%	48
2022 Q2	$256K	Hold	1,782	–	–	0.1%	42
2022 Q1	$272K	Hold	1,782	–	–	0.09%	39
2021 Q4	$291K	Hold	1,782	–	–	0.1%	40
2021 Q3	$249K	Hold	1,782	–	–	0.09%	43
2021 Q2	$240K	Hold	1,782	–	–	0.08%	50
2021 Q1	$241K	Sell	1,782 -218	-11%	-$28.4K	0.09%	43
2020 Q4	$278K	Hold	2,000	–	–	0.11%	41
2020 Q3	$278K	Hold	2,000	–	–	0.12%	38
2020 Q2	$239K	Hold	2,000	–	–	0.11%	41
2020 Q1	$220K	Hold	2,000	–	–	0.14%	57
2019 Q4	$250K	Hold	2,000	–	–	0.13%	57
2019 Q3	$249K	Hold	2,000	–	–	0.14%	53
2019 Q2	$219K	Sell	2,000 -390	-16%	-$41.6K	0.12%	55
2019 Q1	$249K	Buy	+2,390	New	+$233K	0.14%	52

Other funds holding PG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prism Advisors's PG Position: Q3 2025 in Review

Prism Advisors sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,295 shares — an estimated $206K sold.

Prism Advisors first reported a position in PG in Q1 2019 and held it in 19 quarters. The position peaked at $291K in Q4 2021. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

Prism Advisors reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
Prism Advisors sold 1,295 Procter & Gamble shares in Q3 2025, an estimated $206K.
Prism Advisors first reported a position in Procter & Gamble in Q1 2019 and held it in 19 quarters.
Prism Advisors's Procter & Gamble position peaked at $291K in Q4 2021.
3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Prism Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.