REDW Wealth’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
$328K Buy
2,269
+13
+0.6% +$1.97K 0.13% 80
2025
Q4
$323K Sell
2,256
-92
-4% -$13.6K 0.12% 80
2025
Q3
$361K Sell
2,348
-27
-1% -$4.22K 0.14% 75
2025
Q2
$378K Sell
2,375
-56
-2% -$9.14K 0.15% 68
2025
Q1
$414K Buy
2,431
+241
+11% +$40.4K 0.15% 62
2024
Q4
$367K Sell
2,190
-2,427
-53% -$413K 0.13% 68
2024
Q3
$800K Sell
4,617
-30
-0.6% -$5.09K 0.2% 64
2024
Q2
$766K Sell
4,647
-25
-0.5% -$4.09K 0.2% 64
2024
Q1
$758K Buy
4,672
+30
+0.6% +$4.71K 0.2% 66
2023
Q4
$680K Sell
4,642
-24
-0.5% -$3.56K 0.2% 67
2023
Q3
$681K Sell
4,666
-456
-9% -$69.7K 0.21% 64
2023
Q2
$777K Buy
5,122
+24
+0.5% +$3.62K 0.23% 60
2023
Q1
$758K Buy
5,098
+766
+18% +$109K 0.24% 60
2022
Q4
$657K Sell
4,332
-200
-4% -$28K 0.23% 59
2022
Q3
$572K Hold
4,532
0.22% 59
2022
Q2
$652K Hold
4,532
0.24% 50
2022
Q1
$692K Hold
4,532
0.21% 49
2021
Q4
$741K Sell
4,532
-161
-3% -$23.9K 0.22% 45
2021
Q3
$656K Hold
4,693
0.21% 48
2021
Q2
$633K Hold
4,693
0.2% 53
2021
Q1
$636K Hold
4,693
0.21% 47
2020
Q4
$653K Sell
4,693
-267
-5% -$37.3K 0.24% 39
2020
Q3
$689K Sell
4,960
-701
-12% -$93.1K 0.29% 31
2020
Q2
$677K Buy
5,661
+10
+0.2% +$1.17K 0.34% 31
2020
Q1
$622K Buy
5,651
+60
+1% +$7.2K 0.39% 30
2019
Q4
$698K Buy
5,591
+100
+2% +$12.2K 0.39% 30
2019
Q3
$683K Sell
5,491
-234
-4% -$27.6K 0.4% 31
2019
Q2
$628K Sell
5,725
-169
-3% -$18K 0.38% 30
2019
Q1
$613K Buy
5,894
+2
+0% +$195 0.38% 29
2018
Q4
$542K Buy
5,892
+2
+0% +$179 0.37% 29
2018
Q3
$490K Sell
5,890
-908
-13% -$74.3K 0.32% 35
2018
Q2
$531K Sell
6,798
-433
-6% -$32.6K 0.38% 30
2018
Q1
$573K Buy
7,231
+6
+0.1% +$500 0.43% 26
2017
Q4
$664K Sell
7,225
-684
-9% -$61.5K 0.52% 22
2017
Q3
$720K Buy
7,909
+854
+12% +$77.8K 0.6% 19
2017
Q2
$615K Sell
7,055
-1,285
-15% -$113K 0.6% 22
2017
Q1
$749K Sell
8,340
-1,021
-11% -$90.5K 0.76% 17
2016
Q4
$787K Buy
+9,361
New +$798K 0.89% 17

Other funds holding PG

REDW Wealth's PG Position: Q1 2026 in Review

REDW Wealth increased its Procter & Gamble (PG) stake by 0.58% in Q1 2026, buying an estimated $1.97K and bringing the position to 2,269 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #80.

REDW Wealth first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $800K in Q3 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • REDW Wealth held 2,269 shares of Procter & Gamble worth $328K as of Q1 2026.
  • REDW Wealth bought 13 Procter & Gamble shares in Q1 2026, an estimated $1.97K.
  • Procter & Gamble made up 0.13% of REDW Wealth's portfolio in Q1 2026, its #80 holding.
  • REDW Wealth first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
  • REDW Wealth's Procter & Gamble position peaked at $800K in Q3 2024.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.