Strategic Wealth Partners’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 | $825K | Sell |
5,708
-206
| -3% | -$31.2K | 0.06% | 165 |
|
|
2025
Q4 | $848K | Sell |
5,914
-609
| -9% | -$89.8K | 0.06% | 164 |
|
|
2025
Q3 | $1M | Buy |
6,523
+772
| +13% | +$121K | 0.07% | 159 |
|
|
2025
Q2 | $916K | Buy |
+5,751
| New | +$939K | 0.07% | 163 |
|
|
2024
Q4 | $1.03M | Buy |
6,035
+394
| +7% | +$67.1K | 0.09% | 146 |
|
|
2024
Q3 | $977K | Sell |
5,641
-18
| -0.3% | -$3.06K | 0.09% | 145 |
|
|
2024
Q2 | $933K | Buy |
5,659
+369
| +7% | +$60.3K | 0.1% | 143 |
|
|
2024
Q1 | $858K | Sell |
5,290
-466
| -8% | -$73.1K | 0.09% | 147 |
|
|
2023
Q4 | $844K | Sell |
5,756
-822
| -12% | -$122K | 0.1% | 138 |
|
|
2023
Q3 | $959K | Sell |
6,578
-756
| -10% | -$115K | 0.13% | 157 |
|
|
2023
Q2 | $1.11M | Sell |
7,334
-429
| -6% | -$64.7K | 0.14% | 148 |
|
|
2023
Q1 | $1.15M | Sell |
7,763
-18
| -0.2% | -$2.57K | 0.18% | 122 |
|
|
2022
Q4 | $1.18M | Sell |
7,781
-5
| -0.1% | -$701 | 0.22% | 111 |
|
|
2022
Q3 | $983K | Buy |
7,786
+1,859
| +31% | +$264K | 0.21% | 122 |
|
|
2022
Q2 | $852K | Buy |
5,927
+167
| +3% | +$25.1K | 0.18% | 127 |
|
|
2022
Q1 | $880K | Sell |
5,760
-1,298
| -18% | -$203K | 0.17% | 141 |
|
|
2021
Q4 | $1.16M | Buy |
7,058
+717
| +11% | +$106K | 0.22% | 131 |
|
|
2021
Q3 | $886K | Buy |
6,341
+2,525
| +66% | +$358K | 0.26% | 105 |
|
|
2021
Q2 | $515K | Sell |
3,816
-248
| -6% | -$33.6K | 0.17% | 150 |
|
|
2021
Q1 | $550K | Sell |
4,064
-7,029
| -63% | -$917K | 0.22% | 112 |
|
|
2020
Q4 | $1.54M | Buy |
11,093
+694
| +7% | +$97K | 0.65% | 36 |
|
|
2020
Q3 | $1.45M | Sell |
10,399
-1,055
| -9% | -$140K | 0.73% | 32 |
|
|
2020
Q2 | $1.37M | Buy |
11,454
+6,354
| +125% | +$741K | 0.71% | 38 |
|
|
2020
Q1 | $637K | Hold |
5,100
| – | – | 0.33% | 86 |
|
|
2019
Q4 | $637K | Sell |
5,100
-539
| -10% | -$65.9K | 0.33% | 86 |
|
|
2019
Q3 | $18.9K | Sell |
5,639
-172
| -3% | -$20.3K | 0.1% | 119 |
|
|
2019
Q2 | $637K | Sell |
5,811
-1,093
| -16% | -$116K | 0.31% | 86 |
|
|
2019
Q1 | $716K | Sell |
6,904
-67
| -1% | -$6.52K | 0.33% | 85 |
|
|
2018
Q4 | $672K | Sell |
6,971
-234
| -3% | -$20.9K | 0.34% | 82 |
|
|
2018
Q3 | $600K | Sell |
7,205
-269
| -4% | -$22K | 0.32% | 86 |
|
|
2018
Q2 | $583K | Sell |
7,474
-6,301
| -46% | -$474K | 0.34% | 86 |
|
|
2018
Q1 | $1.09M | Sell |
13,775
-8,372
| -38% | -$698K | 0.56% | 53 |
|
|
2017
Q4 | $1.95M | Buy |
+22,147
| New | +$1.99M | 1.08% | 21 |
|
Other funds holding PG
VCM
VPM
Strategic Wealth Partners's PG Position: Q1 2026 in Review
Strategic Wealth Partners reduced its Procter & Gamble (PG) stake by 3.5% in Q1 2026, selling an estimated $31.2K and leaving 5,708 shares worth $825K. The position accounts for 0.06% of the portfolio, ranked #165.
Strategic Wealth Partners first reported a position in PG in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.95M in Q4 2017. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Strategic Wealth Partners held 5,708 shares of Procter & Gamble worth $825K as of Q1 2026.
- Strategic Wealth Partners sold 206 Procter & Gamble shares in Q1 2026, an estimated $31.2K.
- Procter & Gamble made up 0.06% of Strategic Wealth Partners's portfolio in Q1 2026, its #165 holding.
- Strategic Wealth Partners first reported a position in Procter & Gamble in Q4 2017 and has held it in 33 quarters since.
- Strategic Wealth Partners's Procter & Gamble position peaked at $1.95M in Q4 2017.
- 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.