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Semmax Financial Advisors’s Procter & Gamble PG Stock Holding History

Semmax Financial 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
Q2 		$131K Buy
845
+4
+0.5% +$653 0.03% 143
2025
Q1 		$133K Sell
841
-21
-2% -$3.52K 0.04% 135
2024
Q4 		$148K Sell
862
-110
-11% -$18.7K 0.04% 130
2024
Q3 		$162K Sell
972
-687
-41% -$117K 0.04% 125
2024
Q2 		$279K Sell
1,659
-13,548
-89% -$2.21M 0.08% 115
2024
Q1 		$2.54M Sell
15,207
-1,740
-10% -$273K 0.84% 51
2023
Q4 		$2.66M Sell
16,947
-1,574
-8% -$233K 0.97% 49
2023
Q3 		$2.84M Buy
+18,521
New +$2.83M 1.14% 37
2022
Q4 		$6.01M Sell
39,931
-606
-1% -$85K 2.4% 9
2022
Q3 		$5.57M Buy
40,537
+4,049
+11% +$575K 2.36% 10
2022
Q2 		$5.37M Buy
36,488
+2,951
+9% +$444K 2.19% 12
2022
Q1 		$5.12M Buy
33,537
+2,726
+9% +$426K 2.02% 10
2021
Q4 		$5.04M Sell
30,811
-16,223
-34% -$2.41M 1.86% 13
2021
Q3 		$6.58M Buy
47,034
+12,171
+35% +$1.73M 2.27% 9
2021
Q2 		$4.7M Buy
34,863
+351
+1% +$47.5K 1.5% 18
2021
Q1 		$4.67M Buy
34,512
+1,755
+5% +$229K 1.66% 13
2020
Q4 		$4.56M Buy
32,757
+690
+2% +$96.4K 1.88% 12
2020
Q3 		$4.46M Buy
32,067
+424
+1% +$56.3K 2.12% 11
2020
Q2 		$3.78M Buy
31,643
+3,572
+13% +$417K 1.98% 12
2020
Q1 		$3.09M Buy
28,071
+1,801
+7% +$216K 1.96% 13
2019
Q4 		$3.28M Buy
26,270
+1,879
+8% +$230K 1.81% 16
2019
Q3 		$3.03M Buy
24,391
+3,333
+16% +$394K 1.82% 13
2019
Q2 		$2.31M Buy
21,058
+9,406
+81% +$1M 1.49% 19
2019
Q1 		$1.21M Buy
11,652
+5,262
+82% +$512K 0.84% 27
2018
Q4 		$587K Buy
+6,390
New +$571K 0.46% 56

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 $138M AUM 28.86% 1-Year Est. Return

Semmax Financial Advisors's PG Position: Q2 2025 in Review

Semmax Financial Advisors increased its Procter & Gamble (PG) stake by 0.48% in Q2 2025, buying an estimated $653 and bringing the position to 845 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #143.

Semmax Financial Advisors first reported a position in PG in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.58M in Q3 2021. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Semmax Financial Advisors held 845 shares of Procter & Gamble worth $131K as of Q2 2025.
  • Semmax Financial Advisors bought 4 Procter & Gamble shares in Q2 2025, an estimated $653.
  • Procter & Gamble made up 0.03% of Semmax Financial Advisors's portfolio in Q2 2025, its #143 holding.
  • Semmax Financial Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Procter & Gamble position peaked at $6.58M in Q3 2021.
  • 3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.