Simon Quick 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
Q1 | $1.75M | Sell |
12,145
-623
| -5% | -$94.4K | 0.08% | 145 |
|
|
2025
Q4 | $1.83M | Sell |
12,768
-6,150
| -33% | -$907K | 0.08% | 141 |
|
|
2025
Q3 | $2.91M | Buy |
18,918
+876
| +5% | +$137K | 0.13% | 106 |
|
|
2025
Q2 | $2.87M | Sell |
18,042
-5,929
| -25% | -$968K | 0.15% | 99 |
|
|
2025
Q1 | $4.09M | Buy |
23,971
+3,391
| +16% | +$568K | 0.23% | 51 |
|
|
2024
Q4 | $3.45M | Buy |
20,580
+1,015
| +5% | +$173K | 0.21% | 52 |
|
|
2024
Q3 | $3.39M | Buy |
19,565
+2,332
| +14% | +$396K | 0.21% | 53 |
|
|
2024
Q2 | $2.84M | Buy |
17,233
+2,024
| +13% | +$331K | 0.2% | 59 |
|
|
2024
Q1 | $2.47M | Buy |
15,209
+1,588
| +12% | +$249K | 0.18% | 64 |
|
|
2023
Q4 | $2M | Sell |
13,621
-1,024
| -7% | -$152K | 0.18% | 74 |
|
|
2023
Q3 | $2.14M | Buy |
14,645
+448
| +3% | +$68.4K | 0.2% | 67 |
|
|
2023
Q2 | $2.15M | Buy |
14,197
+572
| +4% | +$86.2K | 0.2% | 67 |
|
|
2023
Q1 | $2.03M | Buy |
13,625
+8,109
| +147% | +$1.16M | 0.22% | 63 |
|
|
2022
Q4 | $836K | Buy |
5,516
+3,754
| +213% | +$526K | 0.1% | 98 |
|
|
2022
Q3 | $222K | Buy |
1,762
+45
| +3% | +$6.39K | 0.03% | 175 |
|
|
2022
Q2 | $248K | Sell |
1,717
-218
| -11% | -$32.8K | 0.03% | 151 |
|
|
2022
Q1 | $296K | Sell |
1,935
-680
| -26% | -$106K | 0.08% | 84 |
|
|
2021
Q4 | $428K | Buy |
2,615
+137
| +6% | +$20.3K | 0.11% | 77 |
|
|
2021
Q3 | $346K | Buy |
2,478
+270
| +12% | +$38.3K | 0.09% | 92 |
|
|
2021
Q2 | $297K | Buy |
2,208
+43
| +2% | +$5.82K | 0.08% | 91 |
|
|
2021
Q1 | $293K | Buy |
2,165
+47
| +2% | +$6.13K | 0.09% | 83 |
|
|
2020
Q4 | $295K | Buy |
2,118
+1,095
| +107% | +$153K | 0.09% | 83 |
|
|
2020
Q3 | $142K | Buy |
1,023
+201
| +24% | +$26.7K | 0.04% | 107 |
|
|
2020
Q2 | $98K | Buy |
822
+2
| +0.2% | +$233 | 0.04% | 124 |
|
|
2020
Q1 | $90K | Sell |
820
-152
| -16% | -$18.2K | 0.03% | 126 |
|
|
2019
Q4 | $121K | Buy |
972
+652
| +204% | +$79.8K | 0.04% | 125 |
|
|
2019
Q3 | $40K | Sell |
320
-149
| -32% | -$17.6K | 0.02% | 198 |
|
|
2019
Q2 | $51.4K | Buy |
469
+214
| +84% | +$22.8K | 0.03% | 122 |
|
|
2019
Q1 | $27K | Buy |
255
+80
| +46% | +$7.79K | 0.01% | 270 |
|
|
2018
Q4 | $16K | Sell |
175
-56
| -24% | -$5.01K | 0.01% | 262 |
|
|
2018
Q3 | $19K | Hold |
231
| – | – | 0.01% | 226 |
|
|
2018
Q2 | $18K | Sell |
231
-428
| -65% | -$32.2K | 0.01% | 242 |
|
|
2018
Q1 | $52K | Buy |
659
+144
| +28% | +$12K | 0.02% | 168 |
|
|
2017
Q4 | $44K | Sell |
515
-2,233
| -81% | -$201K | 0.02% | 241 |
|
|
2017
Q3 | $250K | Buy |
2,748
+200
| +8% | +$18.2K | 0.09% | 105 |
|
|
2017
Q2 | $222K | Sell |
2,548
-1,270
| -33% | -$112K | 0.13% | 64 |
|
|
2017
Q1 | $343K | Buy |
3,818
+568
| +17% | +$50.4K | 0.2% | 51 |
|
|
2016
Q4 | $273K | Buy |
+3,250
| New | +$277K | 0.2% | 76 |
|
Other funds holding PG
VCM
VPM
Simon Quick Advisors's PG Position: Q1 2026 in Review
Simon Quick Advisors reduced its Procter & Gamble (PG) stake by 4.9% in Q1 2026, selling an estimated $94.4K and leaving 12,145 shares worth $1.75M. The position accounts for 0.08% of the portfolio, ranked #145.
Simon Quick Advisors first reported a position in PG in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.09M in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Simon Quick Advisors held 12,145 shares of Procter & Gamble worth $1.75M as of Q1 2026.
- Simon Quick Advisors sold 623 Procter & Gamble shares in Q1 2026, an estimated $94.4K.
- Procter & Gamble made up 0.08% of Simon Quick Advisors's portfolio in Q1 2026, its #145 holding.
- Simon Quick Advisors first reported a position in Procter & Gamble in Q4 2016 and has held it in 38 quarters since.
- Simon Quick Advisors's Procter & Gamble position peaked at $4.09M in Q1 2025.
- 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.