The Family Firm’s Procter & Gamble PG Stock Holding History

The Family Firm’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	-2,543	Closed	-$433K	–	173
2025 Q1	$433K	Sell	2,543 -6	-0.2%	-$1K	0.1%	129
2024 Q4	$427K	Sell	2,549 -27	-1%	-$4.6K	0.1%	130
2024 Q3	$446K	Buy	2,576 +24	+0.9%	+$4.07K	0.1%	125
2024 Q2	$421K	Buy	2,552 +40	+2%	+$6.54K	0.09%	124
2024 Q1	$408K	Buy	2,512 +10	+0.4%	+$1.57K	0.1%	128
2023 Q4	$367K	Sell	2,502 -3,224	-56%	-$478K	0.09%	128
2023 Q3	$835K	Sell	5,726 -626	-10%	-$95.6K	0.23%	74
2023 Q2	$964K	Buy	6,352 +10	+0.2%	+$1.51K	0.25%	71
2023 Q1	$943K	Sell	6,342 -1,263	-17%	-$181K	0.26%	71
2022 Q4	$1.15M	Sell	7,605 -43	-0.6%	-$6.03K	0.34%	62
2022 Q3	$966K	Sell	7,648 -103	-1%	-$14.6K	0.31%	65
2022 Q2	$1.11M	Buy	7,751 +5,230	+207%	+$786K	0.33%	61
2022 Q1	$385K	Buy	2,521 +10	+0.4%	+$1.56K	0.1%	119
2021 Q4	$411K	Sell	2,511 -159	-6%	-$23.6K	0.11%	114
2021 Q3	$377K	Buy	2,670 +190	+8%	+$26.9K	0.1%	116
2021 Q2	$335K	Sell	2,480 -34	-1%	-$4.6K	0.09%	123
2021 Q1	$341K	Buy	2,514 +10	+0.4%	+$1.3K	0.1%	120
2020 Q4	$337K	Sell	2,504 -136	-5%	-$19K	0.1%	116
2020 Q3	$367K	Buy	2,640 +11	+0.4%	+$1.46K	0.13%	105
2020 Q2	$314K	Buy	2,629 +12	+0.5%	+$1.4K	0.12%	112
2020 Q1	$288K	Buy	2,617 +6	+0.2%	+$720	0.12%	104
2019 Q4	$326K	Sell	2,611 -35	-1%	-$4.28K	0.11%	114
2019 Q3	$329K	Buy	2,646 +6	+0.2%	+$709	0.12%	108
2019 Q2	$290K	Sell	2,640 -122	-4%	-$13K	0.1%	115
2019 Q1	$287K	Buy	2,762 +7	+0.3%	+$681	0.1%	117
2018 Q4	$253K	Sell	2,755 -11	-0.4%	-$983	0.1%	115
2018 Q3	$230K	Sell	2,766 -46	-2%	-$3.76K	0.08%	124
2018 Q2	$219K	Sell	2,812 -1,586	-36%	-$119K	0.08%	125
2018 Q1	$349K	Sell	4,398 -142	-3%	-$11.8K	0.14%	97
2017 Q4	$417K	Sell	4,540 -93	-2%	-$8.36K	0.17%	80
2017 Q3	$421K	Buy	4,633 +57	+1%	+$5.19K	0.18%	78
2017 Q2	$399K	Sell	4,576 -2	-0%	-$176	0.18%	78
2017 Q1	$411K	Sell	4,578 -25	-0.5%	-$2.22K	0.2%	68
2016 Q4	$387K	Buy	4,603 +57	+1%	+$4.86K	0.18%	70
2016 Q3	$408K	Buy	4,546 +529	+13%	+$45.9K	0.19%	69
2016 Q2	$340K	Sell	4,017 -11	-0.3%	-$903	0.17%	74
2016 Q1	$332K	Buy	4,028 +58	+1%	+$4.67K	0.17%	75
2015 Q4	$315K	Sell	3,970 -357	-8%	-$27.3K	0.17%	77
2015 Q3	$311K	Buy	4,327 +168	+4%	+$12.6K	0.17%	74
2015 Q2	$325K	Sell	4,159 -57	-1%	-$4.59K	0.17%	77
2015 Q1	$345K	Buy	4,216 +208	+5%	+$17.9K	0.18%	75
2014 Q4	$365K	Buy	+4,008	New	+$353K	0.19%	72

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 $138M AUM 28.86% 1-Year Est. Return

The Family Firm's PG Position: Q2 2025 in Review

The Family Firm sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 2,543 shares — an estimated $433K sold.

The Family Firm first reported a position in PG in Q4 2014 and held it in 42 quarters. The position peaked at $1.15M in Q4 2022. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

The Family Firm reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 2,543 Procter & Gamble shares in Q2 2025, an estimated $433K.
The Family Firm first reported a position in Procter & Gamble in Q4 2014 and held it in 42 quarters.
The Family Firm's Procter & Gamble position peaked at $1.15M in Q4 2022.
3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.