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Trademark Financial Management’s Procter & Gamble PG Stock Holding History

Trademark Financial 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
Q4 		– Sell
-1,354
Closed -$208K – 100
2025
Q3 		$208K Sell
1,354
-90
-6% -$14.1K 0.12% 89
2025
Q2 		$230K Sell
1,444
-110
-7% -$18K 0.14% 83
2025
Q1 		$265K Sell
1,554
-72
-4% -$12.1K 0.2% 79
2024
Q4 		$273K Buy
1,626
+264
+19% +$45K 0.22% 77
2024
Q3 		$236K Buy
1,362
+112
+9% +$19K 0.19% 83
2024
Q2 		$206K Buy
+1,250
New +$204K 0.17% 84

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trademark Financial Management's PG Position: Q4 2025 in Review

Trademark Financial Management sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,354 shares — an estimated $208K sold.

Trademark Financial Management first reported a position in PG in Q2 2024 and held it in 6 quarters. The position peaked at $273K in Q4 2024. 4,023 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Trademark Financial Management reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Trademark Financial Management sold 1,354 Procter & Gamble shares in Q4 2025, an estimated $208K.
  • Trademark Financial Management first reported a position in Procter & Gamble in Q2 2024 and held it in 6 quarters.
  • Trademark Financial Management's Procter & Gamble position peaked at $273K in Q4 2024.
  • 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Trademark Financial Management's 13F filing for Q4 2025, filed 28 Jan 2026.