USA Financial Formulas’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
Q1 | $8.81K | Buy |
+61
| New | +$9.25K | ﹤0.01% | 309 |
|
|
2025
Q3 | – | Sell |
-1,545
| Closed | -$246K | – | 314 |
|
|
2025
Q2 | $246K | Buy |
1,545
+292
| +23% | +$47.7K | 0.04% | 123 |
|
|
2025
Q1 | $214K | Sell |
1,253
-3,370
| -73% | -$564K | 0.04% | 145 |
|
|
2024
Q4 | $775K | Buy |
4,623
+218
| +5% | +$37.1K | 0.12% | 85 |
|
|
2024
Q3 | $763K | Buy |
4,405
+2,060
| +88% | +$350K | 0.12% | 81 |
|
|
2024
Q2 | $387K | Sell |
2,345
-160
| -6% | -$26.2K | 0.06% | 104 |
|
|
2024
Q1 | $406K | Sell |
2,505
-499
| -17% | -$78.3K | 0.07% | 112 |
|
|
2023
Q4 | $440K | Buy |
3,004
+2,976
| +10,629% | +$441K | 0.08% | 92 |
|
|
2023
Q3 | $4.08K | Sell |
28
-4
| -13% | -$611 | 0.01% | 262 |
|
|
2023
Q2 | $4.86K | Hold |
32
| – | – | 0.01% | 217 |
|
|
2023
Q1 | $4.76K | Buy |
+32
| New | +$4.57K | 0.01% | 165 |
|
|
2022
Q3 | $1K | Sell |
4
-26
| -87% | -$3.69K | ﹤0.01% | 264 |
|
|
2022
Q2 | $4K | Sell |
30
-6,587
| -100% | -$990K | 0.01% | 168 |
|
|
2022
Q1 | $1.01M | Buy |
6,617
+6,590
| +24,407% | +$1.03M | 1.08% | 30 |
|
|
2021
Q4 | $4K | Buy |
27
+10
| +59% | +$1.49K | ﹤0.01% | 230 |
|
|
2021
Q3 | $2K | Sell |
17
-70
| -80% | -$9.92K | ﹤0.01% | 326 |
|
|
2021
Q2 | $12K | Buy |
87
+9
| +12% | +$1.22K | 0.01% | 237 |
|
|
2021
Q1 | $11K | Buy |
78
+10
| +15% | +$1.3K | 0.01% | 211 |
|
|
2020
Q4 | $9K | Buy |
68
+3
| +5% | +$419 | 0.01% | 185 |
|
|
2020
Q3 | $9K | Sell |
65
-22
| -25% | -$2.92K | 0.01% | 157 |
|
|
2020
Q2 | $10K | Buy |
87
+33
| +61% | +$3.85K | 0.01% | 84 |
|
|
2020
Q1 | $6K | Sell |
54
-38,950
| -100% | -$4.67M | ﹤0.01% | 157 |
|
|
2019
Q4 | $4.87M | Buy |
39,004
+38,963
| +95,032% | +$4.77M | 2.02% | 10 |
|
|
2019
Q3 | $5K | Sell |
41
-66,941
| -100% | -$7.91M | ﹤0.01% | 184 |
|
|
2019
Q2 | $6.97M | Buy |
66,982
+10,882
| +19% | +$1.16M | 3.5% | 11 |
|
|
2019
Q1 | $5.84M | Buy |
+56,100
| New | +$5.46M | 3.68% | 9 |
|
|
2017
Q3 | – | Sell |
-33,721
| Closed | -$2.94M | – | 312 |
|
|
2017
Q2 | $2.94M | Buy |
+33,721
| New | +$2.97M | 0.71% | 61 |
|
|
2017
Q1 | – | Sell |
-81,036
| Closed | -$6.81M | – | 314 |
|
|
2016
Q4 | $6.81M | Sell |
81,036
-82,898
| -51% | -$7.07M | 1.69% | 15 |
|
|
2016
Q3 | $14.7M | Buy |
+163,934
| New | +$14.2M | 3.77% | 1 |
|
Other funds holding PG
VCM
VPM
USA Financial Formulas's PG Position: Q1 2026 in Review
USA Financial Formulas opened a new position in Procter & Gamble (PG) in Q1 2026: 61 shares worth $8.81K. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in PG as recently as Q2 2025.
USA Financial Formulas first reported a position in PG in Q3 2016 and has held it in 29 quarters since. The position peaked at $14.7M in Q3 2016. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- USA Financial Formulas held 61 shares of Procter & Gamble worth $8.81K as of Q1 2026.
- Procter & Gamble was a new USA Financial Formulas position in Q1 2026.
- Procter & Gamble made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #309 holding.
- USA Financial Formulas first reported a position in Procter & Gamble in Q3 2016 and has held it in 29 quarters since.
- USA Financial Formulas's Procter & Gamble position peaked at $14.7M in Q3 2016.
- 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.