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Reston Wealth Management’s Procter & Gamble PG Stock Holding History

Reston Wealth 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
Q2 		– Sell
-1,277
Closed -$218K – 56
2025
Q1 		$218K Buy
+1,277
New +$214K 0.09% 46
2024
Q4 		– Sell
-1,048
Closed -$181K – 323
2024
Q3 		$181K Buy
+1,048
New +$178K 0.07% 55
2022
Q3 		– Sell
-1,591
Closed -$229K – 56
2022
Q2 		$229K Buy
1,591
+15
+1% +$2.25K 0.13% 54
2022
Q1 		$241K Buy
1,576
+4
+0.3% +$626 0.12% 52
2021
Q4 		$257K Buy
1,572
+4
+0.3% +$594 0.12% 46
2021
Q3 		$219K Buy
1,568
+20
+1% +$2.83K 0.11% 49
2021
Q2 		$209K Sell
1,548
-261
-14% -$35.3K 0.1% 51
2021
Q1 		$245K Buy
+1,809
New +$236K 0.13% 44
2020
Q4 		– Sell
-2,043
Closed -$284K – 49
2020
Q3 		$284K Buy
2,043
+4
+0.2% +$531 0.18% 33
2020
Q2 		$244K Sell
2,039
-116
-5% -$13.5K 0.17% 37
2020
Q1 		$237K Sell
2,155
-483
-18% -$58K 0.19% 37
2019
Q4 		$329K Buy
2,638
+5
+0.2% +$612 0.26% 33
2019
Q3 		$327K Buy
2,633
+78
+3% +$9.22K 0.29% 31
2019
Q2 		$280K Sell
2,555
-736
-22% -$78.4K 0.22% 40
2019
Q1 		$345K Sell
3,291
-104
-3% -$10.1K 0.28% 34
2018
Q4 		$312K Buy
+3,395
New +$303K 0.3% 32

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Reston Wealth Management's PG Position: Q2 2025 in Review

Reston Wealth Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,277 shares — an estimated $218K sold.

Reston Wealth Management first reported a position in PG in Q4 2018 and held it in 16 quarters. The position peaked at $345K in Q1 2019. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Reston Wealth Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Reston Wealth Management sold 1,277 Procter & Gamble shares in Q2 2025, an estimated $218K.
  • Reston Wealth Management first reported a position in Procter & Gamble in Q4 2018 and held it in 16 quarters.
  • Reston Wealth Management's Procter & Gamble position peaked at $345K in Q1 2019.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Reston Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.