QIM
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Quest Investment Management’s Procter & Gamble PG Stock Holding History

Quest Investment Management’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
-7,241
Closed -$1.21M – 85
2024
Q4 		$1.21M Buy
7,241
+556
+8% +$94.7K 0.14% 62
2024
Q3 		$1.16M Sell
6,685
-1,875
-22% -$318K 0.14% 63
2024
Q2 		$1.41M Sell
8,560
-348
-4% -$56.9K 0.16% 65
2024
Q1 		$1.45M Sell
8,908
-79
-0.9% -$12.4K 0.16% 66
2023
Q4 		$1.32M Sell
8,987
-386
-4% -$57.2K 0.17% 69
2023
Q3 		$1.37M Sell
9,373
-208
-2% -$31.8K 0.19% 66
2023
Q2 		$1.45M Buy
9,581
+926
+11% +$140K 0.2% 63
2023
Q1 		$1.29M Sell
8,655
-10,841
-56% -$1.55M 0.18% 71
2022
Q4 		$2.95M Sell
19,496
-3,792
-16% -$532K 0.36% 67
2022
Q3 		$2.94M Sell
23,288
-4,608
-17% -$655K 0.36% 65
2022
Q2 		$4.01M Sell
27,896
-4,470
-14% -$672K 0.47% 54
2022
Q1 		$4.95M Buy
+32,366
New +$5.06M 0.47% 53
2021
Q1 		– Sell
-12,034
Closed -$1.67M – 106
2020
Q4 		$1.67M Sell
12,034
-26,808
-69% -$3.75M 0.15% 80
2020
Q3 		$5.4M Buy
38,842
+2,034
+6% +$270K 0.52% 50
2020
Q2 		$4.4M Sell
36,808
-80,084
-69% -$9.34M 0.49% 50
2020
Q1 		$12.9M Buy
116,892
+102,655
+721% +$12.3M 1.8% 27
2019
Q4 		$1.78M Sell
14,237
-1,196
-8% -$146K 0.21% 74
2019
Q3 		$1.92M Sell
15,433
-1,543
-9% -$182K 0.24% 73
2019
Q2 		$1.86M Sell
16,976
-382
-2% -$40.7K 0.23% 70
2019
Q1 		$1.81M Sell
17,358
-1,946
-10% -$189K 0.24% 71
2018
Q4 		$1.77M Buy
19,304
+84
+0.4% +$7.51K 0.27% 66
2018
Q3 		$1.6M Buy
+19,220
New +$1.57M 0.22% 72
2017
Q2 		– Sell
-148,484
Closed -$13.3M – 108
2017
Q1 		$13.3M Sell
148,484
-23,990
-14% -$2.13M 1.83% 33
2016
Q4 		$14.5M Buy
172,474
+8,523
+5% +$726K 1.85% 31
2016
Q3 		$14.7M Sell
163,951
-1,604
-1% -$139K 1.93% 19
2016
Q2 		$14M Buy
165,555
+765
+0.5% +$62.8K 1.91% 16
2016
Q1 		$13.6M Buy
164,790
+158,554
+2,543% +$12.8M 1.87% 31
2015
Q4 		$495K Buy
6,236
+86
+1% +$6.57K 0.07% 85
2015
Q3 		$442K Sell
6,150
-71,561
-92% -$5.37M 0.06% 87
2015
Q2 		$6.08M Buy
77,711
+72,411
+1,366% +$5.83M 0.86% 55
2015
Q1 		$434K Buy
5,300
+540
+11% +$46.4K 0.06% 103
2014
Q4 		$434K Buy
4,760
+10
+0.2% +$880 0.05% 106
2014
Q3 		$398K Hold
4,750
– – 0.04% 145
2014
Q2 		$373K Buy
4,750
+955
+25% +$77K 0.04% 163
2014
Q1 		$306K Buy
3,795
+710
+23% +$55.9K 0.03% 184
2013
Q4 		$251K Buy
3,085
+225
+8% +$18.3K 0.02% 202
2013
Q3 		$216K Sell
2,860
-140
-5% -$11.1K 0.02% 205
2013
Q2 		$231K Buy
+3,000
New +$235K 0.02% 183

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Quest Investment Management's PG Position: Q1 2025 in Review

Quest Investment Management sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 7,241 shares — an estimated $1.21M sold.

Quest Investment Management first reported a position in PG in Q2 2013 and held it in 38 quarters. The position peaked at $14.7M in Q3 2016. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Quest Investment Management reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
  • Quest Investment Management sold 7,241 Procter & Gamble shares in Q1 2025, an estimated $1.21M.
  • Quest Investment Management first reported a position in Procter & Gamble in Q2 2013 and held it in 38 quarters.
  • Quest Investment Management's Procter & Gamble position peaked at $14.7M in Q3 2016.
  • 4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Quest Investment Management's 13F filing for Q1 2025, filed 14 May 2025.