TWA
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Tandem Wealth Advisors’s Procter & Gamble PG Stock Holding History

Tandem Wealth Advisors’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
Q3 		– Sell
-2,173
Closed -$346K – 49
2025
Q2 		$346K Sell
2,173
-49
-2% -$8K 0.17% 41
2025
Q1 		$379K Buy
2,222
+313
+16% +$52.4K 0.2% 38
2024
Q4 		$320K Sell
1,909
-767
-29% -$131K 0.16% 45
2024
Q3 		$463K Buy
2,676
+96
+4% +$16.3K 0.23% 31
2024
Q2 		$425K Hold
2,580
– – 0.23% 29
2024
Q1 		$419K Hold
2,580
– – 0.23% 29
2023
Q4 		$378K Hold
2,580
– – 0.22% 30
2023
Q3 		$376K Sell
2,580
-18
-0.7% -$2.75K 0.23% 27
2023
Q2 		$394K Buy
2,598
+95
+4% +$14.3K 0.24% 24
2023
Q1 		$372K Sell
2,503
-15
-0.6% -$2.14K 0.23% 27
2022
Q4 		$382K Buy
+2,518
New +$353K 0.24% 29

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tandem Wealth Advisors's PG Position: Q3 2025 in Review

Tandem Wealth Advisors sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 2,173 shares — an estimated $346K sold.

Tandem Wealth Advisors first reported a position in PG in Q4 2022 and held it in 11 quarters. The position peaked at $463K in Q3 2024. 3,903 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Tandem Wealth Advisors reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Tandem Wealth Advisors sold 2,173 Procter & Gamble shares in Q3 2025, an estimated $346K.
  • Tandem Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and held it in 11 quarters.
  • Tandem Wealth Advisors's Procter & Gamble position peaked at $463K in Q3 2024.
  • 3,903 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Tandem Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.