Total Investment Management’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 | $394K | Sell |
2,729
-20
| -0.7% | -$3.03K | 0.05% | 52 |
|
|
2025
Q4 | $394K | Sell |
2,749
-40
| -1% | -$5.9K | 0.05% | 49 |
|
|
2025
Q3 | $429K | Sell |
2,789
-36
| -1% | -$5.62K | 0.06% | 43 |
|
|
2025
Q2 | $450K | Buy |
2,825
+97
| +4% | +$15.8K | 0.07% | 40 |
|
|
2025
Q1 | $465K | Sell |
2,728
-201
| -7% | -$33.7K | 0.06% | 38 |
|
|
2024
Q4 | $491K | Buy |
2,929
+234
| +9% | +$39.9K | 0.07% | 39 |
|
|
2024
Q3 | $467K | Buy |
2,695
+10
| +0.4% | +$1.7K | 0.05% | 36 |
|
|
2024
Q2 | $443K | Sell |
2,685
-25
| -0.9% | -$4.09K | 0.06% | 37 |
|
|
2024
Q1 | $440K | Buy |
2,710
+31
| +1% | +$4.86K | 0.06% | 41 |
|
|
2023
Q4 | $393K | Buy |
2,679
+1
| +0% | +$148 | 0.05% | 44 |
|
|
2023
Q3 | $391K | Buy |
2,678
+4
| +0.1% | +$611 | 0.06% | 41 |
|
|
2023
Q2 | $406K | Buy |
2,674
+274
| +11% | +$41.3K | 0.05% | 45 |
|
|
2023
Q1 | $357K | Hold |
2,400
| – | – | 0.07% | 40 |
|
|
2022
Q4 | $364K | Sell |
2,400
-36
| -1% | -$5.05K | 0.09% | 36 |
|
|
2022
Q3 | $308K | Buy |
2,436
+14
| +0.6% | +$1.99K | 0.06% | 40 |
|
|
2022
Q2 | $348K | Hold |
2,422
| – | – | 0.06% | 44 |
|
|
2022
Q1 | $370K | Buy |
2,422
+6
| +0.2% | +$939 | 0.07% | 46 |
|
|
2021
Q4 | $395K | Buy |
2,416
+162
| +7% | +$24.1K | 0.07% | 51 |
|
|
2021
Q3 | $315K | Hold |
2,254
| – | – | 0.08% | 43 |
|
|
2021
Q2 | $304K | Hold |
2,254
| – | – | 0.05% | 43 |
|
|
2021
Q1 | $248K | Hold |
2,254
| – | – | 0.07% | 41 |
|
|
2020
Q4 | $314K | Hold |
2,254
| – | – | 0.06% | 33 |
|
|
2020
Q3 | $309K | Hold |
2,254
| – | – | 0.09% | 31 |
|
|
2020
Q2 | $270K | Hold |
2,254
| – | – | 0.09% | 28 |
|
|
2020
Q1 | $248K | Hold |
2,254
| – | – | 0.07% | 41 |
|
|
2019
Q4 | $282K | Sell |
2,254
-8
| -0.4% | -$979 | 0.05% | 44 |
|
|
2019
Q3 | $281K | Hold |
2,262
| – | – | 0.06% | 41 |
|
|
2019
Q2 | $259K | Hold |
2,262
| – | – | 0.06% | 43 |
|
|
2019
Q1 | $240K | Buy |
2,262
+8
| +0.4% | +$779 | 0.06% | 46 |
|
|
2018
Q4 | $221K | Buy |
+2,254
| New | +$201K | 0.07% | 46 |
|
|
2018
Q1 | – | Sell |
-2,254
| Closed | -$207K | – | 47 |
|
|
2017
Q4 | $207K | Hold |
2,254
| – | – | 0.06% | 41 |
|
|
2017
Q3 | $205K | Buy |
+2,254
| New | +$205K | 0.07% | 36 |
|
|
2017
Q2 | – | Sell |
-2,330
| Closed | -$209K | – | 41 |
|
|
2017
Q1 | $209K | Buy |
+2,330
| New | +$207K | 0.07% | 35 |
|
Other funds holding PG
VCM
VPM
Total Investment Management's PG Position: Q1 2026 in Review
Total Investment Management reduced its Procter & Gamble (PG) stake by 0.73% in Q1 2026, selling an estimated $3.03K and leaving 2,729 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #52.
Total Investment Management first reported a position in PG in Q1 2017 and has held it in 33 quarters since. The position peaked at $491K in Q4 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Total Investment Management held 2,729 shares of Procter & Gamble worth $394K as of Q1 2026.
- Total Investment Management sold 20 Procter & Gamble shares in Q1 2026, an estimated $3.03K.
- Procter & Gamble made up 0.05% of Total Investment Management's portfolio in Q1 2026, its #52 holding.
- Total Investment Management first reported a position in Procter & Gamble in Q1 2017 and has held it in 33 quarters since.
- Total Investment Management's Procter & Gamble position peaked at $491K in Q4 2024.
- 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.