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Von Berge Wealth Management Group’s Procter & Gamble PG Stock Holding History

Von Berge Wealth Management Group’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
Q3 		– Sell
-1,654
Closed -$262K – 31
2025
Q2 		$262K Buy
1,654
+3
+0.2% +$490 0.15% 51
2025
Q1 		$263K Buy
1,651
+3
+0.2% +$502 0.17% 48
2024
Q4 		$276K Sell
1,648
-57
-3% -$9.71K 0.17% 50
2024
Q3 		$275K Buy
1,705
+2
+0.1% +$340 0.17% 52
2024
Q2 		$277K Buy
1,703
+35
+2% +$5.72K 0.18% 50
2024
Q1 		$271K Buy
1,668
+3
+0.2% +$471 0.17% 51
2023
Q4 		$251K Buy
1,665
+61
+4% +$9.04K 0.19% 56
2023
Q3 		$234K Buy
1,604
+2
+0.1% +$305 0.2% 54
2023
Q2 		$243K Buy
1,602
+2
+0.1% +$301 0.2% 55
2023
Q1 		$239K Buy
1,600
+2
+0.1% +$286 0.21% 54
2022
Q4 		$225K Buy
+1,598
New +$224K 0.2% 55
2022
Q3 		– Sell
-1,593
Closed -$232K – 60
2022
Q2 		$232K Buy
1,593
+2
+0.1% +$301 0.24% 48
2022
Q1 		$252K Buy
1,591
+2
+0.1% +$313 0.23% 52
2021
Q4 		$255K Buy
+1,589
New +$236K 0.24% 51

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Von Berge Wealth Management Group's PG Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,654 shares — an estimated $262K sold.

Von Berge Wealth Management Group first reported a position in PG in Q4 2021 and held it in 14 quarters. The position peaked at $277K in Q2 2024. 3,893 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 1,654 Procter & Gamble shares in Q3 2025, an estimated $262K.
  • Von Berge Wealth Management Group first reported a position in Procter & Gamble in Q4 2021 and held it in 14 quarters.
  • Von Berge Wealth Management Group's Procter & Gamble position peaked at $277K in Q2 2024.
  • 3,893 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.