WBH Advisory’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 | $4.3M | Sell |
29,876
-6,038
| -17% | -$915K | 0.32% | 63 |
|
|
2025
Q4 | $5.15M | Sell |
35,914
-740
| -2% | -$109K | 0.38% | 55 |
|
|
2025
Q3 | $5.63M | Sell |
36,654
-540
| -1% | -$84.3K | 0.43% | 51 |
|
|
2025
Q2 | $5.93M | Sell |
37,194
-411
| -1% | -$67.1K | 0.51% | 47 |
|
|
2025
Q1 | $6.41M | Sell |
37,605
-282
| -0.7% | -$47.2K | 0.6% | 44 |
|
|
2024
Q4 | $6.35M | Sell |
37,887
-1,177
| -3% | -$200K | 0.59% | 43 |
|
|
2024
Q3 | $6.77M | Buy |
39,064
+247
| +0.6% | +$41.9K | 0.64% | 42 |
|
|
2024
Q2 | $6.4M | Sell |
38,817
-192
| -0.5% | -$31.4K | 0.65% | 41 |
|
|
2024
Q1 | $6.33M | Buy |
39,009
+890
| +2% | +$140K | 0.65% | 42 |
|
|
2023
Q4 | $5.59M | Buy |
38,119
+402
| +1% | +$59.5K | 0.62% | 44 |
|
|
2023
Q3 | $5.5M | Sell |
37,717
-1,470
| -4% | -$225K | 0.68% | 42 |
|
|
2023
Q2 | $5.95M | Sell |
39,187
-492
| -1% | -$74.2K | 0.7% | 41 |
|
|
2023
Q1 | $5.9M | Buy |
+39,679
| New | +$5.67M | 0.74% | 38 |
|
|
2022
Q3 | $5.19M | Buy |
41,086
+655
| +2% | +$93K | 0.75% | 39 |
|
|
2022
Q2 | $5.91M | Sell |
40,431
-961
| -2% | -$144K | 0.79% | 39 |
|
|
2022
Q1 | $6.76M | Sell |
41,392
-2,193
| -5% | -$343K | 0.83% | 40 |
|
|
2021
Q4 | $7.13M | Buy |
43,585
+1,791
| +4% | +$266K | 0.81% | 33 |
|
|
2021
Q3 | $5.84M | Sell |
41,794
-237
| -0.6% | -$33.6K | 0.79% | 33 |
|
|
2021
Q2 | $5.9M | Sell |
42,031
-44
| -0.1% | -$5.95K | 0.86% | 33 |
|
|
2021
Q1 | $5.7M | Buy |
42,075
+38
| +0.1% | +$4.96K | 0.92% | 29 |
|
|
2020
Q4 | $5.55M | Sell |
42,037
-513
| -1% | -$71.7K | 0.95% | 27 |
|
|
2020
Q3 | $5.91M | Buy |
42,550
+205
| +0.5% | +$27.2K | 1.19% | 20 |
|
|
2020
Q2 | $5.06M | Sell |
42,345
-838
| -2% | -$97.7K | 1.23% | 20 |
|
|
2020
Q1 | $4.75K | Sell |
43,183
-255
| -0.6% | -$30.6K | 1.11% | 19 |
|
|
2019
Q4 | $5.42M | Sell |
43,438
-976
| -2% | -$119K | 1.11% | 23 |
|
|
2019
Q3 | $5.52M | Sell |
44,414
-479
| -1% | -$56.6K | 1.24% | 16 |
|
|
2019
Q2 | $4.92M | Sell |
44,893
-1,315
| -3% | -$140K | 1.14% | 21 |
|
|
2019
Q1 | $4.81M | Buy |
46,208
+386
| +0.8% | +$37.6K | 1.14% | 19 |
|
|
2018
Q4 | $4.21K | Sell |
45,822
-826
| -2% | -$73.8K | 1.02% | 20 |
|
|
2018
Q3 | $3.88M | Sell |
46,648
-784
| -2% | -$64.1K | 0.94% | 23 |
|
|
2018
Q2 | $3.7M | Sell |
47,432
-2,175
| -4% | -$164K | 0.96% | 24 |
|
|
2018
Q1 | $3.93M | Buy |
49,607
+1,236
| +3% | +$103K | 1.07% | 18 |
|
|
2017
Q4 | $4.44M | Sell |
48,371
-4,166
| -8% | -$375K | 1.19% | 16 |
|
|
2017
Q3 | $4.78M | Buy |
52,537
+1,579
| +3% | +$144K | 1.33% | 14 |
|
|
2017
Q2 | $4.44M | Sell |
50,958
-2,704
| -5% | -$238K | 1.25% | 15 |
|
|
2017
Q1 | $4.82M | Buy |
53,662
+3,199
| +6% | +$284K | 1.44% | 13 |
|
|
2016
Q4 | $4.24M | Sell |
50,463
-1,503
| -3% | -$128K | 1.41% | 13 |
|
|
2016
Q3 | $4.66M | Buy |
51,966
+9,884
| +23% | +$858K | 1.6% | 12 |
|
|
2016
Q2 | $3.56M | Sell |
42,082
-1,916
| -4% | -$157K | 1.39% | 15 |
|
|
2016
Q1 | $3.62M | Sell |
43,998
-562
| -1% | -$45.3K | 1.21% | 14 |
|
|
2015
Q4 | $3.54K | Sell |
44,560
-1,081
| -2% | -$82.6K | 1.24% | 12 |
|
|
2015
Q3 | $3.28M | Sell |
45,641
-1,381
| -3% | -$104K | 1.36% | 14 |
|
|
2015
Q2 | $3.68M | Sell |
47,022
-1,908
| -4% | -$154K | 1.45% | 11 |
|
|
2015
Q1 | $4.01K | Sell |
48,930
-598
| -1% | -$51.4K | 1.12% | 11 |
|
|
2014
Q4 | $4.51M | Sell |
49,528
-6,383
| -11% | -$562K | 1.7% | 10 |
|
|
2014
Q3 | $4.68M | Sell |
55,911
-327
| -0.6% | -$26.8K | 1.65% | 10 |
|
|
2014
Q2 | $4.42M | Sell |
56,238
-650
| -1% | -$52.4K | 1.67% | 11 |
|
|
2014
Q1 | $4.58M | Sell |
56,888
-171
| -0.3% | -$13.5K | 1.82% | 10 |
|
|
2013
Q4 | $4.64M | Buy |
57,059
+346
| +0.6% | +$28.2K | 1.87% | 9 |
|
|
2013
Q3 | $4.29M | Sell |
56,713
-1,032
| -2% | -$82.1K | 1.92% | 10 |
|
|
2013
Q2 | $4.45M | Buy |
+57,745
| New | +$4.53M | 2.06% | 9 |
|
Other funds holding PG
VCM
VPM
WBH Advisory's PG Position: Q1 2026 in Review
WBH Advisory reduced its Procter & Gamble (PG) stake by 17% in Q1 2026, selling an estimated $915K and leaving 29,876 shares worth $4.3M. The position accounts for 0.32% of the portfolio, ranked #63.
WBH Advisory first reported a position in PG in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.13M in Q4 2021. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.
- WBH Advisory held 29,876 shares of Procter & Gamble worth $4.3M as of Q1 2026.
- WBH Advisory sold 6,038 Procter & Gamble shares in Q1 2026, an estimated $915K.
- Procter & Gamble made up 0.32% of WBH Advisory's portfolio in Q1 2026, its #63 holding.
- WBH Advisory first reported a position in Procter & Gamble in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Procter & Gamble position peaked at $7.13M in Q4 2021.
- 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.