Signature Estate & Investment Advisors’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
Q2
$1.98M Buy
13,523
+24
+0.2% +$3.49K 0.04% 174
2026
Q1
$1.95M Buy
13,499
+5,360
+66% +$813K 0.04% 171
2025
Q4
$1.17M Sell
8,139
-67
-0.8% -$9.88K 0.02% 236
2025
Q3
$1.26M Sell
8,206
-454
-5% -$70.9K 0.03% 214
2025
Q2
$1.38M Buy
8,660
+417
+5% +$68.1K 0.03% 194
2025
Q1
$1.4M Sell
8,243
-1,026
-11% -$172K 0.04% 178
2024
Q4
$1.55M Sell
9,269
-10,493
-53% -$1.79M 0.04% 167
2024
Q3
$3.42M Sell
19,762
-8,300
-30% -$1.41M 0.08% 86
2024
Q2
$4.63M Buy
28,062
+1,543
+6% +$252K 0.12% 74
2024
Q1
$4.3M Sell
26,519
-62,064
-70% -$9.73M 0.12% 57
2023
Q4
$13M Sell
88,583
-210,795
-70% -$31.2M 0.38% 44
2023
Q3
$43.7M Buy
299,378
+7,197
+2% +$1.1M 1.48% 23
2023
Q2
$44.3M Buy
292,181
+3,657
+1% +$551K 1.47% 21
2023
Q1
$42.9M Buy
288,524
+9,979
+4% +$1.43M 1.51% 18
2022
Q4
$42.2M Buy
278,545
+3,630
+1% +$509K 1.52% 16
2022
Q3
$34.7M Buy
274,915
+3,086
+1% +$438K 1.63% 23
2022
Q2
$39.1M Sell
271,829
-8,106
-3% -$1.22M 1.97% 15
2022
Q1
$42.8M Buy
279,935
+277,169
+10,021% +$43.4M 1.96% 16
2021
Q4
$452K Buy
2,766
+66
+2% +$9.8K 0.02% 118
2021
Q3
$378K Buy
2,700
+292
+12% +$41.4K 0.02% 126
2021
Q2
$325K Buy
+2,408
New +$326K 0.01% 133
2021
Q1
Sell
-2,763
Closed -$384K 169
2020
Q4
$384K Buy
2,763
+629
+29% +$87.9K 0.02% 119
2020
Q3
$297K Buy
2,134
+178
+9% +$23.6K 0.02% 127
2020
Q2
$234K Buy
+1,956
New +$228K 0.02% 128
2019
Q1
Sell
-1,455
Closed -$134K 175
2018
Q4
$134K Buy
+1,455
New +$130K 0.01% 159
2018
Q1
Sell
-1,125
Closed -$103K 159
2017
Q4
$103K Buy
+1,125
New +$101K 0.01% 157
2017
Q2
Sell
-3,171
Closed -$285K 172
2017
Q1
$285K Buy
+3,171
New +$281K 0.04% 123
2016
Q4
Sell
-1,178
Closed -$106K 173
2016
Q3
$106K Sell
1,178
-257
-18% -$22.3K 0.02% 153
2016
Q2
$122K Buy
+1,435
New +$118K 0.02% 154

Other funds holding PG

Signature Estate & Investment Advisors's PG Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Procter & Gamble (PG) stake by 0.18% in Q2 2026, buying an estimated $3.49K and bringing the position to 13,523 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #174.

Signature Estate & Investment Advisors first reported a position in PG in Q2 2016 and has held it in 29 quarters since. The position peaked at $44.3M in Q2 2023. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Signature Estate & Investment Advisors held 13,523 shares of Procter & Gamble worth $1.98M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 24 Procter & Gamble shares in Q2 2026, an estimated $3.49K.
  • Procter & Gamble made up 0.04% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #174 holding.
  • Signature Estate & Investment Advisors first reported a position in Procter & Gamble in Q2 2016 and has held it in 29 quarters since.
  • Signature Estate & Investment Advisors's Procter & Gamble position peaked at $44.3M in Q2 2023.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.