Towerpoint Wealth’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
Q2 | $993K | Buy |
6,771
+515
| +8% | +$75K | 0.34% | 52 |
|
|
2026
Q1 | $904K | Sell |
6,256
-6
| -0.1% | -$910 | 0.36% | 46 |
|
|
2025
Q4 | $897K | Sell |
6,262
-600
| -9% | -$88.5K | 0.36% | 46 |
|
|
2025
Q3 | $1.05M | Hold |
6,862
| – | – | 0.43% | 42 |
|
|
2025
Q2 | $1.09M | Sell |
6,862
-47
| -0.7% | -$7.67K | 0.48% | 37 |
|
|
2025
Q1 | $1.18M | Sell |
6,909
-898
| -12% | -$150K | 0.58% | 32 |
|
|
2024
Q4 | $1.31M | Sell |
7,807
-942
| -11% | -$160K | 0.64% | 29 |
|
|
2024
Q3 | $1.52M | Hold |
8,749
| – | – | 0.72% | 28 |
|
|
2024
Q2 | $1.44M | Buy |
8,749
+5
| +0.1% | +$817 | 0.72% | 27 |
|
|
2024
Q1 | $1.42M | Sell |
8,744
-1
| -0% | -$157 | 0.71% | 27 |
|
|
2023
Q4 | $1.28M | Buy |
8,745
+6
| +0.1% | +$889 | 0.7% | 27 |
|
|
2023
Q3 | $1.27M | Buy |
8,739
+43
| +0.5% | +$6.57K | 0.76% | 27 |
|
|
2023
Q2 | $1.32M | Buy |
8,696
+119
| +1% | +$17.9K | 0.74% | 27 |
|
|
2023
Q1 | $1.28M | Buy |
8,577
+813
| +10% | +$116K | 0.73% | 26 |
|
|
2022
Q4 | $1.18M | Sell |
7,764
-390
| -5% | -$54.7K | 0.68% | 28 |
|
|
2022
Q3 | $1.03M | Hold |
8,154
| – | – | 0.62% | 30 |
|
|
2022
Q2 | $1.17M | Hold |
8,154
| – | – | 0.7% | 29 |
|
|
2022
Q1 | $1.25M | Hold |
8,154
| – | – | 0.62% | 32 |
|
|
2021
Q4 | $1.33M | Buy |
8,154
+145
| +2% | +$21.5K | 0.63% | 30 |
|
|
2021
Q3 | $1.12M | Sell |
8,009
-42
| -0.5% | -$5.95K | 0.56% | 30 |
|
|
2021
Q2 | $1.09M | Sell |
8,051
-772
| -9% | -$104K | 0.54% | 30 |
|
|
2021
Q1 | $1.2M | Buy |
8,823
+5
| +0.1% | +$652 | 0.57% | 28 |
|
|
2020
Q4 | $1.23M | Buy |
8,818
+809
| +10% | +$113K | 0.61% | 28 |
|
|
2020
Q3 | $1.11M | Sell |
8,009
-241
| -3% | -$32K | 0.62% | 27 |
|
|
2020
Q2 | $986K | Buy |
8,250
+62
| +0.8% | +$7.23K | 0.61% | 27 |
|
|
2020
Q1 | $901K | Buy |
8,188
+79
| +1% | +$9.48K | 0.71% | 25 |
|
|
2019
Q4 | $1.01M | Hold |
8,109
| – | – | 0.67% | 23 |
|
|
2019
Q3 | $1.01M | Hold |
8,109
| – | – | 0.69% | 24 |
|
|
2019
Q2 | $957K | Sell |
8,109
-190
| -2% | -$20.3K | 0.67% | 24 |
|
|
2019
Q1 | $864K | Hold |
8,299
| – | – | 0.6% | 22 |
|
|
2018
Q4 | $763K | Buy |
8,299
+405
| +5% | +$36.2K | 0.61% | 23 |
|
|
2018
Q3 | $657K | Buy |
7,894
+84
| +1% | +$6.87K | 0.55% | 19 |
|
|
2018
Q2 | $610K | Sell |
7,810
-100
| -1% | -$7.53K | 0.57% | 20 |
|
|
2018
Q1 | $627K | Hold |
7,910
| – | – | 0.69% | 22 |
|
|
2017
Q4 | $727K | Buy |
+7,910
| New | +$711K | 0.96% | 17 |
|
Other funds holding PG
JIC
RG
Towerpoint Wealth's PG Position: Q2 2026 in Review
Towerpoint Wealth increased its Procter & Gamble (PG) stake by 8.2% in Q2 2026, buying an estimated $75K and bringing the position to 6,771 shares worth $993K. The position accounts for 0.34% of the portfolio, ranked #52.
Towerpoint Wealth first reported a position in PG in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.52M in Q3 2024. 1,635 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Towerpoint Wealth held 6,771 shares of Procter & Gamble worth $993K as of Q2 2026.
- Towerpoint Wealth bought 515 Procter & Gamble shares in Q2 2026, an estimated $75K.
- Procter & Gamble made up 0.34% of Towerpoint Wealth's portfolio in Q2 2026, its #52 holding.
- Towerpoint Wealth first reported a position in Procter & Gamble in Q4 2017 and has held it in 35 quarters since.
- Towerpoint Wealth's Procter & Gamble position peaked at $1.52M in Q3 2024.
- 1,635 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.