Smith & Howard Wealth Management’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 | $484K | Sell |
3,349
-12
| -0.4% | -$1.82K | 0.1% | 50 |
|
|
2025
Q4 | $482K | Hold |
3,361
| – | – | 0.11% | 52 |
|
|
2025
Q3 | $516K | Sell |
3,361
-123
| -4% | -$19.2K | 0.12% | 50 |
|
|
2025
Q2 | $555K | Hold |
3,484
| – | – | 0.14% | 47 |
|
|
2025
Q1 | $594K | Hold |
3,484
| – | – | 0.16% | 41 |
|
|
2024
Q4 | $584K | Hold |
3,484
| – | – | 0.17% | 45 |
|
|
2024
Q3 | $604K | Hold |
3,484
| – | – | 0.17% | 46 |
|
|
2024
Q2 | $575K | Hold |
3,484
| – | – | 0.17% | 46 |
|
|
2024
Q1 | $565K | Sell |
3,484
-50
| -1% | -$7.84K | 0.17% | 45 |
|
|
2023
Q4 | $518K | Hold |
3,534
| – | – | 0.18% | 44 |
|
|
2023
Q3 | $516K | Buy |
3,534
+350
| +11% | +$53.5K | 0.18% | 44 |
|
|
2023
Q2 | $483K | Sell |
3,184
-77
| -2% | -$11.6K | 0.17% | 43 |
|
|
2023
Q1 | $485K | Hold |
3,261
| – | – | 0.17% | 42 |
|
|
2022
Q4 | $494K | Sell |
3,261
-80
| -2% | -$11.2K | 0.19% | 41 |
|
|
2022
Q3 | $422K | Buy |
3,341
+267
| +9% | +$37.9K | 0.18% | 48 |
|
|
2022
Q2 | $442K | Hold |
3,074
| – | – | 0.19% | 49 |
|
|
2022
Q1 | $470K | Hold |
3,074
| – | – | 0.2% | 42 |
|
|
2021
Q4 | $503K | Buy |
3,074
+10
| +0.3% | +$1.49K | 0.23% | 43 |
|
|
2021
Q3 | $428K | Hold |
3,064
| – | – | 0.2% | 45 |
|
|
2021
Q2 | $413K | Sell |
3,064
-8
| -0.3% | -$1.08K | 0.2% | 44 |
|
|
2021
Q1 | $416K | Sell |
3,072
-92
| -3% | -$12K | 0.21% | 42 |
|
|
2020
Q4 | $440K | Hold |
3,164
| – | – | 0.23% | 41 |
|
|
2020
Q3 | $440K | Hold |
3,164
| – | – | 0.26% | 41 |
|
|
2020
Q2 | $378K | Sell |
3,164
-319
| -9% | -$37.2K | 0.23% | 45 |
|
|
2020
Q1 | $383K | Buy |
3,483
+7
| +0.2% | +$840 | 0.24% | 44 |
|
|
2019
Q4 | $434K | Buy |
3,476
+356
| +11% | +$43.6K | 0.15% | 50 |
|
|
2019
Q3 | $388K | Buy |
3,120
+830
| +36% | +$98.1K | 0.15% | 45 |
|
|
2019
Q2 | $251K | Sell |
2,290
-239
| -9% | -$25.5K | 0.11% | 50 |
|
|
2019
Q1 | $263K | Buy |
2,529
+68
| +3% | +$6.62K | 0.13% | 44 |
|
|
2018
Q4 | $226K | Buy |
+2,461
| New | +$220K | 0.12% | 49 |
|
|
2016
Q2 | – | Sell |
-4,513
| Closed | -$371K | – | 55 |
|
|
2016
Q1 | $371K | Hold |
4,513
| – | – | 0.15% | 41 |
|
|
2015
Q4 | $358K | Buy |
4,513
+40
| +0.9% | +$3.06K | 0.17% | 39 |
|
|
2015
Q3 | $322K | Buy |
4,473
+175
| +4% | +$13.1K | 0.16% | 34 |
|
|
2015
Q2 | $336K | Hold |
4,298
| – | – | 0.15% | 40 |
|
|
2015
Q1 | $352K | Buy |
+4,298
| New | +$370K | 0.15% | 38 |
|
|
2014
Q1 | – | Sell |
-1,696
| Closed | -$138K | – | 170 |
|
|
2013
Q4 | $138K | Buy |
1,696
+198
| +13% | +$16.1K | 0.08% | 67 |
|
|
2013
Q3 | $113K | Hold |
1,498
| – | – | 0.07% | 61 |
|
|
2013
Q2 | $115K | Buy |
+1,498
| New | +$118K | 0.07% | 51 |
|
Other funds holding PG
VCM
VPM
Smith & Howard Wealth Management's PG Position: Q1 2026 in Review
Smith & Howard Wealth Management reduced its Procter & Gamble (PG) stake by 0.36% in Q1 2026, selling an estimated $1.82K and leaving 3,349 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #50.
Smith & Howard Wealth Management first reported a position in PG in Q2 2013 and has held it in 38 quarters since. The position peaked at $604K in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Smith & Howard Wealth Management held 3,349 shares of Procter & Gamble worth $484K as of Q1 2026.
- Smith & Howard Wealth Management sold 12 Procter & Gamble shares in Q1 2026, an estimated $1.82K.
- Procter & Gamble made up 0.1% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #50 holding.
- Smith & Howard Wealth Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 38 quarters since.
- Smith & Howard Wealth Management's Procter & Gamble position peaked at $604K in Q3 2024.
- 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.