TRUE Private Wealth Advisors’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 | $1.01M | Buy |
6,890
+16
| +0.2% | +$2.33K | 0.09% | 130 |
|
|
2026
Q1 | $993K | Sell |
6,874
-253
| -4% | -$38.4K | 0.09% | 123 |
|
|
2025
Q4 | $1.02M | Sell |
7,127
-34
| -0.5% | -$5.01K | 0.1% | 114 |
|
|
2025
Q3 | $1.1M | Buy |
7,161
+85
| +1% | +$13.3K | 0.11% | 111 |
|
|
2025
Q2 | $1.13M | Buy |
7,076
+1,714
| +32% | +$280K | 0.13% | 104 |
|
|
2025
Q1 | $914K | Buy |
5,362
+896
| +20% | +$150K | 0.11% | 100 |
|
|
2024
Q4 | $749K | Buy |
4,466
+29
| +0.7% | +$4.94K | 0.09% | 110 |
|
|
2024
Q3 | $769K | Sell |
4,437
-4,830
| -52% | -$820K | 0.09% | 101 |
|
|
2024
Q2 | $1.53M | Buy |
9,267
+319
| +4% | +$52.2K | 0.17% | 78 |
|
|
2024
Q1 | $1.45M | Sell |
8,948
-582
| -6% | -$91.3K | 0.17% | 77 |
|
|
2023
Q4 | $1.4M | Buy |
9,530
+1,098
| +13% | +$163K | 0.18% | 79 |
|
|
2023
Q3 | $1.23M | Buy |
8,432
+514
| +6% | +$78.5K | 0.17% | 80 |
|
|
2023
Q2 | $1.2M | Buy |
7,918
+873
| +12% | +$132K | 0.18% | 77 |
|
|
2023
Q1 | $1.05M | Buy |
7,045
+39
| +0.6% | +$5.58K | 0.16% | 76 |
|
|
2022
Q4 | $1.06M | Sell |
7,006
-13
| -0.2% | -$1.82K | 0.16% | 70 |
|
|
2022
Q3 | $886K | Buy |
7,019
+235
| +3% | +$33.4K | 0.13% | 74 |
|
|
2022
Q2 | $975K | Buy |
6,784
+177
| +3% | +$26.6K | 0.14% | 80 |
|
|
2022
Q1 | $1.04M | Sell |
6,607
-470
| -7% | -$73.5K | 0.15% | 83 |
|
|
2021
Q4 | $1.16M | Sell |
7,077
-73
| -1% | -$10.8K | 0.16% | 82 |
|
|
2021
Q3 | $999K | Sell |
7,150
-45
| -0.6% | -$6.38K | 0.15% | 88 |
|
|
2021
Q2 | $970K | Sell |
7,195
-979
| -12% | -$132K | 0.14% | 89 |
|
|
2021
Q1 | $1.11M | Buy |
8,174
+2,103
| +35% | +$274K | 0.18% | 79 |
|
|
2020
Q4 | $844K | Sell |
6,071
-115
| -2% | -$16.1K | 0.14% | 88 |
|
|
2020
Q3 | $859K | Sell |
6,186
-29
| -0.5% | -$3.85K | 0.15% | 86 |
|
|
2020
Q2 | $743K | Buy |
6,215
+1,065
| +21% | +$124K | 0.14% | 91 |
|
|
2020
Q1 | $566K | Sell |
5,150
-2,374
| -32% | -$285K | 0.12% | 92 |
|
|
2019
Q4 | $939K | Buy |
7,524
+1,795
| +31% | +$220K | 0.14% | 91 |
|
|
2019
Q3 | $712K | Buy |
5,729
+1,962
| +52% | +$232K | 0.12% | 97 |
|
|
2019
Q2 | $413K | Buy |
3,767
+1
| +0% | +$107 | 0.07% | 133 |
|
|
2019
Q1 | $391K | Sell |
3,766
-4,162
| -52% | -$405K | 0.07% | 128 |
|
|
2018
Q4 | $728K | Sell |
7,928
-695
| -8% | -$62.1K | 0.13% | 109 |
|
|
2018
Q3 | $718K | Sell |
8,623
-49
| -0.6% | -$4.01K | 0.1% | 136 |
|
|
2018
Q2 | $676K | Sell |
8,672
-1,315
| -13% | -$99K | 0.11% | 122 |
|
|
2018
Q1 | $791K | Buy |
9,987
+1,105
| +12% | +$92.1K | 0.14% | 98 |
|
|
2017
Q4 | $816K | Buy |
8,882
+4,559
| +105% | +$410K | 0.14% | 93 |
|
|
2017
Q3 | $393K | Buy |
4,323
+159
| +4% | +$14.5K | 0.09% | 99 |
|
|
2017
Q2 | $362K | Buy |
4,164
+706
| +20% | +$62.2K | 0.08% | 98 |
|
|
2017
Q1 | $308K | Sell |
3,458
-58
| -2% | -$5.14K | 0.07% | 106 |
|
|
2016
Q4 | $307K | Buy |
3,516
+614
| +21% | +$52.3K | 0.08% | 107 |
|
|
2016
Q3 | $256K | Sell |
2,902
-185
| -6% | -$16.1K | 0.08% | 113 |
|
|
2016
Q2 | $261K | Buy |
3,087
+281
| +10% | +$23.1K | 0.09% | 113 |
|
|
2016
Q1 | $231K | Sell |
2,806
-164
| -6% | -$13.2K | 0.09% | 109 |
|
|
2015
Q4 | $236K | Buy |
+2,970
| New | +$227K | 0.1% | 80 |
|
Other funds holding PG
TRUE Private Wealth Advisors's PG Position: Q2 2026 in Review
TRUE Private Wealth Advisors increased its Procter & Gamble (PG) stake by 0.23% in Q2 2026, buying an estimated $2.33K and bringing the position to 6,890 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #130.
TRUE Private Wealth Advisors first reported a position in PG in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.53M in Q2 2024. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- TRUE Private Wealth Advisors held 6,890 shares of Procter & Gamble worth $1.01M as of Q2 2026.
- TRUE Private Wealth Advisors bought 16 Procter & Gamble shares in Q2 2026, an estimated $2.33K.
- Procter & Gamble made up 0.09% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #130 holding.
- TRUE Private Wealth Advisors first reported a position in Procter & Gamble in Q4 2015 and has held it in 43 quarters since.
- TRUE Private Wealth Advisors's Procter & Gamble position peaked at $1.53M in Q2 2024.
- 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.