Quadrant Private Wealth Management’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 | $805K | Buy |
5,577
+1,458
| +35% | +$221K | 0.12% | 140 |
|
|
2025
Q4 | $590K | Buy |
4,119
+286
| +7% | +$42.2K | 0.1% | 158 |
|
|
2025
Q3 | $589K | Sell |
3,833
-475
| -11% | -$74.2K | 0.11% | 146 |
|
|
2025
Q2 | $686K | Buy |
4,308
+23
| +0.5% | +$3.75K | 0.14% | 124 |
|
|
2025
Q1 | $730K | Sell |
4,285
-886
| -17% | -$148K | 0.18% | 107 |
|
|
2024
Q4 | $867K | Buy |
5,171
+242
| +5% | +$41.2K | 0.21% | 98 |
|
|
2024
Q3 | $854K | Buy |
4,929
+141
| +3% | +$23.9K | 0.21% | 101 |
|
|
2024
Q2 | $790K | Buy |
4,788
+296
| +7% | +$48.4K | 0.18% | 107 |
|
|
2024
Q1 | $729K | Sell |
4,492
-280
| -6% | -$43.9K | 0.18% | 104 |
|
|
2023
Q4 | $699K | Buy |
4,772
+362
| +8% | +$53.6K | 0.19% | 105 |
|
|
2023
Q3 | $643K | Sell |
4,410
-1,093
| -20% | -$167K | 0.22% | 94 |
|
|
2023
Q2 | $835K | Sell |
5,503
-559
| -9% | -$84.3K | 0.24% | 94 |
|
|
2023
Q1 | $901K | Sell |
6,062
-202
| -3% | -$28.9K | 0.28% | 85 |
|
|
2022
Q4 | $949K | Buy |
+6,264
| New | +$878K | 0.32% | 80 |
|
|
2022
Q2 | $607K | Sell |
4,220
-144
| -3% | -$21.6K | 0.25% | 87 |
|
|
2022
Q1 | $667K | Sell |
4,364
-635
| -13% | -$99.3K | 0.25% | 89 |
|
|
2021
Q4 | $818K | Sell |
4,999
-83
| -2% | -$12.3K | 0.3% | 82 |
|
|
2021
Q3 | $710K | Sell |
5,082
-530
| -9% | -$75.1K | 0.29% | 83 |
|
|
2021
Q2 | $757K | Sell |
5,612
-1,085
| -16% | -$147K | 0.31% | 82 |
|
|
2021
Q1 | $907K | Sell |
6,697
-1,314
| -16% | -$171K | 0.39% | 65 |
|
|
2020
Q4 | $1.11M | Sell |
8,011
-1,823
| -19% | -$255K | 0.5% | 54 |
|
|
2020
Q3 | $1.37M | Sell |
9,834
-2,741
| -22% | -$364K | 0.69% | 40 |
|
|
2020
Q2 | $1.5M | Buy |
12,575
+2,077
| +20% | +$242K | 0.87% | 30 |
|
|
2020
Q1 | $1.16M | Buy |
10,498
+4,828
| +85% | +$579K | 0.97% | 25 |
|
|
2019
Q4 | $708K | Sell |
5,670
-211
| -4% | -$25.8K | 0.63% | 38 |
|
|
2019
Q3 | $731K | Sell |
5,881
-80
| -1% | -$9.45K | 0.67% | 34 |
|
|
2019
Q2 | $654K | Buy |
5,961
+9
| +0.2% | +$959 | 0.6% | 41 |
|
|
2019
Q1 | $619K | Sell |
5,952
-979
| -14% | -$95.3K | 0.57% | 42 |
|
|
2018
Q4 | $637K | Buy |
6,931
+286
| +4% | +$25.6K | 0.68% | 35 |
|
|
2018
Q3 | $553K | Buy |
6,645
+988
| +17% | +$80.8K | 0.49% | 46 |
|
|
2018
Q2 | $442K | Buy |
5,657
+1,413
| +33% | +$106K | 0.43% | 51 |
|
|
2018
Q1 | $336K | Buy |
4,244
+1,409
| +50% | +$117K | 0.44% | 52 |
|
|
2017
Q4 | $260K | Buy |
+2,835
| New | +$255K | 0.27% | 75 |
|
Other funds holding PG
VCM
VPM
Quadrant Private Wealth Management's PG Position: Q1 2026 in Review
Quadrant Private Wealth Management increased its Procter & Gamble (PG) stake by 35% in Q1 2026, buying an estimated $221K and bringing the position to 5,577 shares worth $805K. The position accounts for 0.12% of the portfolio, ranked #140.
Quadrant Private Wealth Management first reported a position in PG in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.5M in Q2 2020. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Quadrant Private Wealth Management held 5,577 shares of Procter & Gamble worth $805K as of Q1 2026.
- Quadrant Private Wealth Management bought 1,458 Procter & Gamble shares in Q1 2026, an estimated $221K.
- Procter & Gamble made up 0.12% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #140 holding.
- Quadrant Private Wealth Management first reported a position in Procter & Gamble in Q4 2017 and has held it in 33 quarters since.
- Quadrant Private Wealth Management's Procter & Gamble position peaked at $1.5M in Q2 2020.
- 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.