Treasure Coast Financial Planning’s Procter & Gamble PG Stock Holding History

Treasure Coast Financial Planning’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	-1,328	Closed	-$204K	–	47
2025 Q3	$204K	Hold	1,328	–	–	0.11%	44
2025 Q2	$212K	Buy	1,328 +1	+0.1%	+$163	0.12%	39
2025 Q1	$226K	Buy	1,327 +1	+0.1%	+$167	0.14%	38
2024 Q4	$222K	Buy	1,326 +1	+0.1%	+$170	0.15%	35
2024 Q3	$230K	Sell	1,325 -25	-2%	-$4.24K	0.14%	32
2024 Q2	$223K	Buy	+1,350	New	+$221K	0.15%	31

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Treasure Coast Financial Planning's PG Position: Q4 2025 in Review

Treasure Coast Financial Planning sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,328 shares — an estimated $204K sold.

Treasure Coast Financial Planning first reported a position in PG in Q2 2024 and held it in 6 quarters. The position peaked at $230K in Q3 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Treasure Coast Financial Planning reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Treasure Coast Financial Planning sold 1,328 Procter & Gamble shares in Q4 2025, an estimated $204K.
Treasure Coast Financial Planning first reported a position in Procter & Gamble in Q2 2024 and held it in 6 quarters.
Treasure Coast Financial Planning's Procter & Gamble position peaked at $230K in Q3 2024.
4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Treasure Coast Financial Planning's 13F filing for Q4 2025, filed 22 Jan 2026.