Taurus Asset Management’s Procter & Gamble PG Stock Holding History

Taurus Asset 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 Q1	$1.57M	Sell	9,191 -214	-2%	-$35.8K	0.16%	50
2024 Q4	$1.58M	Sell	9,405 -100	-1%	-$17K	0.15%	47
2024 Q3	$1.65M	Sell	9,505 -11	-0.1%	-$1.87K	0.16%	47
2024 Q2	$1.57M	Sell	9,516 -2,389	-20%	-$391K	0.16%	47
2024 Q1	$1.93M	Sell	11,905 -433	-4%	-$67.9K	0.2%	46
2023 Q4	$1.81M	Sell	12,338 -963	-7%	-$143K	0.2%	44
2023 Q3	$1.94M	Sell	13,301 -10	-0.1%	-$1.53K	0.24%	44
2023 Q2	$2.02M	Sell	13,311 -387	-3%	-$58.3K	0.23%	43
2023 Q1	$2.04M	Sell	13,698 -737	-5%	-$105K	0.25%	47
2022 Q4	$2.19M	Hold	14,435	–	–	0.28%	46
2022 Q3	$1.82M	Sell	14,435 -1,134	-7%	-$161K	0.24%	45
2022 Q2	$2.24M	Sell	15,569 -40	-0.3%	-$6.01K	0.28%	43
2022 Q1	$2.38M	Sell	15,609 -500	-3%	-$78.2K	0.24%	42
2021 Q4	$2.63M	Sell	16,109 -400	-2%	-$59.4K	0.25%	40
2021 Q3	$2.31M	Sell	16,509 -743	-4%	-$105K	0.24%	42
2021 Q2	$2.33M	Hold	17,252	–	–	0.24%	43
2021 Q1	$2.34M	Sell	17,252 -102	-0.6%	-$13.3K	0.27%	43
2020 Q4	$2.42M	Sell	17,354 -25,849	-60%	-$3.61M	0.29%	42
2020 Q3	$6M	Sell	43,203 -360	-0.8%	-$47.8K	0.74%	37
2020 Q2	$5.21M	Buy	43,563 +4,600	+12%	+$536K	0.72%	36
2020 Q1	$4.29M	Buy	38,963 +500	+1%	+$60K	0.71%	36
2019 Q4	$4.8M	Hold	38,463	–	–	0.63%	41
2019 Q3	$4.78M	Sell	38,463 -4,700	-11%	-$555K	0.68%	38
2019 Q2	$4.73M	Sell	43,163 -25,600	-37%	-$2.73M	0.65%	39
2019 Q1	$7.16M	Sell	68,763 -300	-0.4%	-$29.2K	1%	38
2018 Q4	$6.35M	Hold	69,063	–	–	1.02%	38
2018 Q3	$5.75M	Sell	69,063 -1,260	-2%	-$103K	0.78%	46
2018 Q2	$5.49M	Sell	70,323 -2,570	-4%	-$193K	0.8%	45
2018 Q1	$5.78M	Sell	72,893 -1,423	-2%	-$119K	0.87%	44
2017 Q4	$6.83M	Buy	74,316 +150	+0.2%	+$13.5K	1%	42
2017 Q3	$6.75M	Sell	74,166 -500	-0.7%	-$45.5K	1.05%	41
2017 Q2	$6.51M	Sell	74,666 -2,915	-4%	-$257K	1.02%	45
2017 Q1	$6.97M	Sell	77,581 -4,800	-6%	-$426K	1.14%	41
2016 Q4	$6.93M	Sell	82,381 -93,630	-53%	-$7.98M	1.26%	35
2016 Q3	$15.8M	Sell	176,011 -1,290	-0.7%	-$112K	2.86%	8
2016 Q2	$15M	Sell	177,301 -2,290	-1%	-$188K	2.64%	12
2016 Q1	$14.8M	Sell	179,591 -700	-0.4%	-$56.4K	2.74%	9
2015 Q4	$14.3M	Hold	180,291	–	–	2.69%	10
2015 Q3	$13M	Buy	180,291 +43,610	+32%	+$3.27M	2.51%	10
2015 Q2	$10.7M	Buy	136,681 +50,428	+58%	+$4.06M	1.95%	24
2015 Q1	$7.07M	Sell	86,253 -2,120	-2%	-$182K	1.32%	36
2014 Q4	$8.05M	Sell	88,373 -1,100	-1%	-$96.8K	1.44%	33
2014 Q3	$7.49M	Sell	89,473 -3,915	-4%	-$321K	1.45%	35
2014 Q2	$7.34M	Sell	93,388 -58,706	-39%	-$4.73M	1.42%	38
2014 Q1	$12.3M	Sell	152,094 -2,138	-1%	-$168K	2.54%	4
2013 Q4	$12.6M	Sell	154,232 -3,150	-2%	-$257K	2.58%	4
2013 Q3	$11.9M	Sell	157,382 -8,641	-5%	-$688K	2.75%	3
2013 Q2	$12.8M	Buy	+166,023	New	+$13M	3.03%	3

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Taurus Asset Management's PG Position: Q1 2025 in Review

Taurus Asset Management reduced its Procter & Gamble (PG) stake by 2.3% in Q1 2025, selling an estimated $35.8K and leaving 9,191 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #50.

Taurus Asset Management first reported a position in PG in Q2 2013 and has held it in 48 quarters since. The position peaked at $15.8M in Q3 2016. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Taurus Asset Management held 9,191 shares of Procter & Gamble worth $1.57M as of Q1 2025.
Taurus Asset Management sold 214 Procter & Gamble shares in Q1 2025, an estimated $35.8K.
Procter & Gamble made up 0.16% of Taurus Asset Management's portfolio in Q1 2025, its #50 holding.
Taurus Asset Management first reported a position in Procter & Gamble in Q2 2013 and has held it in 48 quarters since.
Taurus Asset Management's Procter & Gamble position peaked at $15.8M in Q3 2016.
4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.