Spartan Planning & Wealth Management’s Procter & Gamble PG Stock Holding History

Spartan Planning & 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	-5,259	Closed	-$896K	–	85
2025 Q1	$896K	Sell	5,259 -454	-8%	-$76K	0.87%	28
2024 Q4	$958K	Buy	+5,713	New	+$973K	0.87%	26
2023 Q4	$831K	Sell	5,673 -1,128	-17%	-$167K	0.89%	22
2023 Q3	$992K	Buy	+6,801	New	+$1.04M	1.16%	17
2022 Q4	$506K	Buy	3,339 +2,638	+376%	+$370K	0.63%	24
2022 Q3	$88K	Buy	701 +90	+15%	+$12.8K	0.12%	41
2022 Q2	$88K	Sell	611 -4,912	-89%	-$738K	0.12%	53
2022 Q1	$844K	Buy	+5,523	New	+$864K	1.06%	18

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Spartan Planning & Wealth Management's PG Position: Q2 2025 in Review

Spartan Planning & Wealth Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 5,259 shares — an estimated $896K sold.

Spartan Planning & Wealth Management first reported a position in PG in Q1 2022 and held it in 8 quarters. The position peaked at $992K in Q3 2023. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Spartan Planning & Wealth Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 5,259 Procter & Gamble shares in Q2 2025, an estimated $896K.
Spartan Planning & Wealth Management first reported a position in Procter & Gamble in Q1 2022 and held it in 8 quarters.
Spartan Planning & Wealth Management's Procter & Gamble position peaked at $992K in Q3 2023.
3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.