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US Financial Advisors’s Procter & Gamble PG Stock Holding History

US Financial Advisors’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
Q1 		$283K Buy
1,662
+2
+0.1% +$335 0.08% 84
2024
Q4 		$278K Sell
1,660
-17
-1% -$2.9K 0.09% 74
2024
Q3 		$290K Buy
1,677
+3
+0.2% +$509 0.09% 71
2024
Q2 		$276K Buy
1,674
+2
+0.1% +$327 0.09% 72
2024
Q1 		$271K Buy
1,672
+3
+0.2% +$471 0.09% 68
2023
Q4 		$245K Buy
1,669
+3
+0.2% +$444 0.09% 67
2023
Q3 		$243K Buy
1,666
+2
+0.1% +$305 0.1% 65
2023
Q2 		$252K Buy
1,664
+3
+0.2% +$452 0.11% 61
2023
Q1 		$247K Buy
1,661
+162
+11% +$23.2K 0.11% 65
2022
Q4 		$227K Buy
+1,499
New +$210K 0.11% 63
2022
Q3 		– Sell
-1,494
Closed -$215K – 68
2022
Q2 		$215K Buy
1,494
+3
+0.2% +$451 0.12% 58
2022
Q1 		$228K Sell
1,491
-28
-2% -$4.38K 0.11% 65
2021
Q4 		$248K Buy
1,519
+2
+0.1% +$297 0.11% 60
2021
Q3 		$212K Buy
1,517
+3
+0.2% +$425 0.11% 65
2021
Q2 		$204K Sell
1,514
-413
-21% -$55.9K 0.1% 77
2021
Q1 		$261K Buy
1,927
+3
+0.2% +$391 0.07% 127
2020
Q4 		$268K Buy
+1,924
New +$269K 0.08% 107
2016
Q2 		– Sell
-447
Closed -$37K – 301
2016
Q1 		$37K Sell
447
-1,263
-74% -$102K 0.06% 103
2015
Q4 		$136K Buy
1,710
+609
+55% +$46.5K 0.13% 77
2015
Q3 		$79K Buy
1,101
+200
+22% +$15K 0.13% 80
2015
Q2 		$70K Buy
901
+23
+3% +$1.85K 0.07% 86
2015
Q1 		$72K Buy
878
+590
+205% +$50.7K 0.07% 89
2014
Q4 		$26K Buy
+288
New +$25.3K 0.02% 167

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Financial Advisors's PG Position: Q1 2025 in Review

US Financial Advisors increased its Procter & Gamble (PG) stake by 0.12% in Q1 2025, buying an estimated $335 and bringing the position to 1,662 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #84.

US Financial Advisors first reported a position in PG in Q4 2014 and has held it in 23 quarters since. The position peaked at $290K in Q3 2024. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • US Financial Advisors held 1,662 shares of Procter & Gamble worth $283K as of Q1 2025.
  • US Financial Advisors bought 2 Procter & Gamble shares in Q1 2025, an estimated $335.
  • Procter & Gamble made up 0.08% of US Financial Advisors's portfolio in Q1 2025, its #84 holding.
  • US Financial Advisors first reported a position in Procter & Gamble in Q4 2014 and has held it in 23 quarters since.
  • US Financial Advisors's Procter & Gamble position peaked at $290K in Q3 2024.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.