Vista Investment Management’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 | $496K | Sell |
3,432
-51
| -1% | -$7.73K | 0.16% | 119 |
|
|
2025
Q4 | $499K | Buy |
3,483
+62
| +2% | +$9.14K | 0.16% | 118 |
|
|
2025
Q3 | $526K | Buy |
3,421
+55
| +2% | +$8.59K | 0.18% | 118 |
|
|
2025
Q2 | $536K | Buy |
3,366
+212
| +7% | +$34.6K | 0.2% | 115 |
|
|
2025
Q1 | $538K | Sell |
3,154
-5
| -0.2% | -$837 | 0.21% | 114 |
|
|
2024
Q4 | $530K | Sell |
3,159
-100
| -3% | -$17K | 0.2% | 117 |
|
|
2024
Q3 | $564K | Sell |
3,259
-60
| -2% | -$10.2K | 0.21% | 111 |
|
|
2024
Q2 | $547K | Sell |
3,319
-29
| -0.9% | -$4.74K | 0.22% | 111 |
|
|
2024
Q1 | $543K | Sell |
3,348
-7
| -0.2% | -$1.1K | 0.22% | 114 |
|
|
2023
Q4 | $492K | Sell |
3,355
-15
| -0.4% | -$2.22K | 0.23% | 110 |
|
|
2023
Q3 | $492K | Sell |
3,370
-61
| -2% | -$9.32K | 0.26% | 110 |
|
|
2023
Q2 | $521K | Sell |
3,431
-88
| -3% | -$13.3K | 0.26% | 108 |
|
|
2023
Q1 | $523K | Buy |
3,519
+106
| +3% | +$15.2K | 0.28% | 109 |
|
|
2022
Q4 | $517K | Buy |
3,413
+11
| +0.3% | +$1.54K | 0.3% | 103 |
|
|
2022
Q3 | $430K | Buy |
3,402
+121
| +4% | +$17.2K | 0.26% | 109 |
|
|
2022
Q2 | $472K | Buy |
3,281
+130
| +4% | +$19.5K | 0.29% | 103 |
|
|
2022
Q1 | $481K | Sell |
3,151
-34
| -1% | -$5.32K | 0.26% | 105 |
|
|
2021
Q4 | $521K | Sell |
3,185
-17
| -0.5% | -$2.52K | 0.28% | 92 |
|
|
2021
Q3 | $448K | Hold |
3,202
| – | – | 0.26% | 102 |
|
|
2021
Q2 | $432K | Buy |
3,202
+14
| +0.4% | +$1.89K | 0.25% | 103 |
|
|
2021
Q1 | $432K | Buy |
3,188
+49
| +2% | +$6.39K | 0.27% | 102 |
|
|
2020
Q4 | $437K | Buy |
3,139
+11
| +0.4% | +$1.54K | 0.29% | 94 |
|
|
2020
Q3 | $435K | Buy |
3,128
+127
| +4% | +$16.9K | 0.33% | 88 |
|
|
2020
Q2 | $359K | Sell |
3,001
-162
| -5% | -$18.9K | 0.31% | 96 |
|
|
2020
Q1 | $348K | Buy |
3,163
+39
| +1% | +$4.68K | 0.36% | 85 |
|
|
2019
Q4 | $390K | Sell |
3,124
-4
| -0.1% | -$489 | 0.29% | 103 |
|
|
2019
Q3 | $389K | Sell |
3,128
-120
| -4% | -$14.2K | 0.32% | 95 |
|
|
2019
Q2 | $356K | Sell |
3,248
-62
| -2% | -$6.61K | 0.3% | 97 |
|
|
2019
Q1 | $344K | Sell |
3,310
-1,059
| -24% | -$103K | 0.3% | 103 |
|
|
2018
Q4 | $402K | Sell |
4,369
-1,754
| -29% | -$157K | 0.41% | 87 |
|
|
2018
Q3 | $510K | Buy |
6,123
+323
| +6% | +$26.4K | 0.45% | 81 |
|
|
2018
Q2 | $453K | Buy |
5,800
+343
| +6% | +$25.8K | 0.44% | 83 |
|
|
2018
Q1 | $433K | Sell |
5,457
-150
| -3% | -$12.5K | 0.45% | 85 |
|
|
2017
Q4 | $515K | Buy |
+5,607
| New | +$504K | 0.54% | 76 |
|
Other funds holding PG
VCM
VPM
Vista Investment Management's PG Position: Q1 2026 in Review
Vista Investment Management reduced its Procter & Gamble (PG) stake by 1.5% in Q1 2026, selling an estimated $7.73K and leaving 3,432 shares worth $496K. The position accounts for 0.16% of the portfolio, ranked #119.
Vista Investment Management first reported a position in PG in Q4 2017 and has held it in 34 quarters since. The position peaked at $564K in Q3 2024. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- Vista Investment Management held 3,432 shares of Procter & Gamble worth $496K as of Q1 2026.
- Vista Investment Management sold 51 Procter & Gamble shares in Q1 2026, an estimated $7.73K.
- Procter & Gamble made up 0.16% of Vista Investment Management's portfolio in Q1 2026, its #119 holding.
- Vista Investment Management first reported a position in Procter & Gamble in Q4 2017 and has held it in 34 quarters since.
- Vista Investment Management's Procter & Gamble position peaked at $564K in Q3 2024.
- 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.