Valeo Financial 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 | $11.5M | Sell |
78,365
-5,448
| -7% | -$793K | 0.24% | 46 |
|
|
2026
Q1 | $12.1M | Sell |
83,813
-1,580
| -2% | -$240K | 0.29% | 40 |
|
|
2025
Q4 | $12.2M | Sell |
85,393
-3,894
| -4% | -$574K | 0.27% | 43 |
|
|
2025
Q3 | $13.7M | Sell |
89,287
-2,464
| -3% | -$385K | 0.31% | 37 |
|
|
2025
Q2 | $14.6M | Buy |
91,751
+2,486
| +3% | +$406K | 0.36% | 35 |
|
|
2025
Q1 | $15.2M | Sell |
89,265
-215
| -0.2% | -$36K | 0.42% | 32 |
|
|
2024
Q4 | $15M | Buy |
89,480
+2,112
| +2% | +$360K | 0.42% | 32 |
|
|
2024
Q3 | $15.1M | Buy |
87,368
+1,301
| +2% | +$221K | 0.43% | 31 |
|
|
2024
Q2 | $14.2M | Sell |
86,067
-1,088,350
| -93% | -$178M | 0.44% | 29 |
|
|
2024
Q1 | $15.7M | Buy |
1,174,417
+1,082,795
| +1,182% | +$170M | 0.56% | 26 |
|
|
2023
Q4 | $13.4M | Buy |
91,622
+5,444
| +6% | +$806K | 0.54% | 26 |
|
|
2023
Q3 | $12.6M | Sell |
86,178
-882
| -1% | -$135K | 0.57% | 25 |
|
|
2023
Q2 | $13.2M | Buy |
87,060
+4,899
| +6% | +$738K | 0.6% | 24 |
|
|
2023
Q1 | $12.2M | Sell |
82,161
-347
| -0.4% | -$49.6K | 0.59% | 23 |
|
|
2022
Q4 | $12.5M | Buy |
82,508
+1,793
| +2% | +$251K | 0.69% | 22 |
|
|
2022
Q3 | $10.2M | Buy |
80,715
+3,421
| +4% | +$486K | 0.65% | 22 |
|
|
2022
Q2 | $11.1M | Sell |
77,294
-2,781
| -3% | -$418K | 0.7% | 23 |
|
|
2022
Q1 | $12.2M | Buy |
80,075
+3,009
| +4% | +$471K | 0.62% | 25 |
|
|
2021
Q4 | $12.6M | Buy |
77,066
+459
| +0.6% | +$68.1K | 0.68% | 22 |
|
|
2021
Q3 | $10.7M | Buy |
76,607
+6,316
| +9% | +$895K | 0.61% | 26 |
|
|
2021
Q2 | $9.48M | Buy |
70,291
+1,830
| +3% | +$248K | 0.58% | 29 |
|
|
2021
Q1 | $9.27M | Buy |
68,461
+241
| +0.4% | +$31.4K | 0.43% | 33 |
|
|
2020
Q4 | $9.49M | Buy |
68,220
+9,839
| +17% | +$1.38M | 0.49% | 28 |
|
|
2020
Q3 | $8.11M | Sell |
58,381
-1,532
| -3% | -$203K | 0.71% | 16 |
|
|
2020
Q2 | $7.16M | Buy |
59,913
+1,129
| +2% | +$132K | 0.65% | 22 |
|
|
2020
Q1 | $6.74M | Buy |
58,784
+1,015
| +2% | +$122K | 0.72% | 20 |
|
|
2019
Q4 | $7.21M | Sell |
57,769
-263
| -0.5% | -$32.2K | 0.7% | 22 |
|
|
2019
Q3 | $7.22M | Buy |
58,032
+2,348
| +4% | +$277K | 0.8% | 19 |
|
|
2019
Q2 | $6.11M | Sell |
55,684
-426
| -0.8% | -$45.4K | 0.7% | 24 |
|
|
2019
Q1 | $5.84M | Sell |
56,110
-8,389
| -13% | -$817K | 0.71% | 26 |
|
|
2018
Q4 | $5.93M | Sell |
64,499
-7,007
| -10% | -$626K | 0.83% | 21 |
|
|
2018
Q3 | $6.34M | Sell |
71,506
-513
| -0.7% | -$42K | 0.86% | 19 |
|
|
2018
Q2 | $5.87M | Buy |
72,019
+4,870
| +7% | +$366K | 0.82% | 19 |
|
|
2018
Q1 | $5.32M | Sell |
67,149
-12,818
| -16% | -$1.07M | 0.85% | 20 |
|
|
2017
Q4 | $7.35M | Buy |
79,967
+35,365
| +79% | +$3.18M | 1.21% | 13 |
|
|
2017
Q3 | $4.06M | Buy |
+44,602
| New | +$4.06M | 0.92% | 17 |
|
Other funds holding PG
Valeo Financial Advisors's PG Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Procter & Gamble (PG) stake by 6.5% in Q2 2026, selling an estimated $793K and leaving 78,365 shares worth $11.5M. The position accounts for 0.24% of the portfolio, ranked #46.
Valeo Financial Advisors first reported a position in PG in Q3 2017 and has held it in 36 quarters since. The position peaked at $15.7M in Q1 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Valeo Financial Advisors held 78,365 shares of Procter & Gamble worth $11.5M as of Q2 2026.
- Valeo Financial Advisors sold 5,448 Procter & Gamble shares in Q2 2026, an estimated $793K.
- Procter & Gamble made up 0.24% of Valeo Financial Advisors's portfolio in Q2 2026, its #46 holding.
- Valeo Financial Advisors first reported a position in Procter & Gamble in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Procter & Gamble position peaked at $15.7M in Q1 2024.
- 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.