Transform 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $629K | Sell |
3,689
-547
| -13% | -$91.6K | 0.04% | 156 |
|
|
2024
Q4 | $710K | Buy |
4,236
+2,024
| +92% | +$345K | 0.04% | 155 |
|
|
2024
Q3 | $383K | Sell |
2,212
-62
| -3% | -$10.5K | 0.03% | 167 |
|
|
2024
Q2 | $375K | Sell |
2,274
-440
| -16% | -$71.9K | 0.03% | 164 |
|
|
2024
Q1 | $440K | Sell |
2,714
-4,204
| -61% | -$659K | 0.04% | 159 |
|
|
2023
Q4 | $1.01M | Buy |
6,918
+273
| +4% | +$40.4K | 0.1% | 134 |
|
|
2023
Q3 | $969K | Sell |
6,645
-12,106
| -65% | -$1.85M | 0.1% | 131 |
|
|
2023
Q2 | $2.85M | Buy |
18,751
+31
| +0.2% | +$4.67K | 0.26% | 101 |
|
|
2023
Q1 | $2.78M | Buy |
18,720
+5,604
| +43% | +$801K | 0.26% | 97 |
|
|
2022
Q4 | $1.99M | Buy |
13,116
+5,710
| +77% | +$800K | 0.22% | 98 |
|
|
2022
Q3 | $935K | Sell |
7,406
-817
| -10% | -$116K | 0.12% | 97 |
|
|
2022
Q2 | $1.18M | Sell |
8,223
-33
| -0.4% | -$4.96K | 0.18% | 90 |
|
|
2022
Q1 | $1.26M | Sell |
8,256
-873
| -10% | -$137K | 0.14% | 100 |
|
|
2021
Q4 | $1.49M | Sell |
9,129
-820
| -8% | -$122K | 0.16% | 95 |
|
|
2021
Q3 | $1.39M | Sell |
9,949
-730
| -7% | -$103K | 0.16% | 99 |
|
|
2021
Q2 | $1.44M | Buy |
10,679
+2,940
| +38% | +$398K | 0.18% | 104 |
|
|
2021
Q1 | $1.05M | Sell |
7,739
-88
| -1% | -$11.5K | 0.21% | 98 |
|
|
2020
Q4 | $1.09M | Sell |
7,827
-3,036
| -28% | -$424K | 0.23% | 100 |
|
|
2020
Q3 | $1.51M | Sell |
10,863
-360
| -3% | -$47.8K | 0.24% | 86 |
|
|
2020
Q2 | $1.34M | Sell |
11,223
-922
| -8% | -$108K | 0.23% | 87 |
|
|
2020
Q1 | $1.34M | Buy |
12,145
+903
| +8% | +$108K | 0.28% | 94 |
|
|
2019
Q4 | $1.4M | Sell |
11,242
-642
| -5% | -$78.5K | 0.22% | 106 |
|
|
2019
Q3 | $1.48M | Sell |
11,884
-7,061
| -37% | -$834K | 0.26% | 101 |
|
|
2019
Q2 | $2.08M | Buy |
18,945
+12,668
| +202% | +$1.35M | 0.31% | 98 |
|
|
2019
Q1 | $653K | Sell |
6,277
-1,863
| -23% | -$181K | 0.12% | 126 |
|
|
2018
Q4 | $748K | Sell |
8,140
-399
| -5% | -$35.7K | 0.15% | 122 |
|
|
2018
Q3 | $711K | Sell |
8,539
-2,025
| -19% | -$166K | 0.12% | 134 |
|
|
2018
Q2 | $825K | Sell |
10,564
-1,228
| -10% | -$92.4K | 0.15% | 140 |
|
|
2018
Q1 | $935K | Sell |
11,792
-2,532
| -18% | -$211K | 0.18% | 142 |
|
|
2017
Q4 | $1.32M | Sell |
14,324
-141
| -1% | -$12.7K | 0.24% | 129 |
|
|
2017
Q3 | $1.32M | Buy |
+14,465
| New | +$1.32M | 0.46% | 78 |
|
|
2017
Q2 | – | Sell |
-40,624
| Closed | -$3.65M | – | 133 |
|
|
2017
Q1 | $3.65M | Buy |
40,624
+7,891
| +24% | +$700K | 1.37% | 9 |
|
|
2016
Q4 | $2.75M | Buy |
32,733
+3,765
| +13% | +$321K | 1.09% | 17 |
|
|
2016
Q3 | $2.6M | Sell |
28,968
-3,301
| -10% | -$287K | 1.12% | 16 |
|
|
2016
Q2 | $2.73M | Buy |
+32,269
| New | +$2.65M | 1.15% | 10 |
|
Other funds holding PG
Transform Wealth's PG Position: Q1 2025 in Review
Transform Wealth reduced its Procter & Gamble (PG) stake by 13% in Q1 2025, selling an estimated $91.6K and leaving 3,689 shares worth $629K. The position accounts for 0.04% of the portfolio, ranked #156.
Transform Wealth first reported a position in PG in Q2 2016 and has held it in 35 quarters since. The position peaked at $3.65M in Q1 2017. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.
- Transform Wealth held 3,689 shares of Procter & Gamble worth $629K as of Q1 2025.
- Transform Wealth sold 547 Procter & Gamble shares in Q1 2025, an estimated $91.6K.
- Procter & Gamble made up 0.04% of Transform Wealth's portfolio in Q1 2025, its #156 holding.
- Transform Wealth first reported a position in Procter & Gamble in Q2 2016 and has held it in 35 quarters since.
- Transform Wealth's Procter & Gamble position peaked at $3.65M in Q1 2017.
- 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.