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Wealth Advisory Solutions’s Procter & Gamble PG Stock Holding History

Wealth Advisory Solutions’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
-2,632
Closed -$419K – 142
2025
Q2 		$419K Buy
2,632
+1,348
+105% +$220K 0.11% 97
2025
Q1 		$219K Hold
1,284
– – 0.06% 130
2024
Q4 		$215K Buy
+1,284
New +$219K 0.06% 119
2023
Q4 		– Sell
-8,212
Closed -$1.2M – 101
2023
Q3 		$1.2M Buy
+8,212
New +$1.25M 0.23% 66
2023
Q2 		– Sell
-9,062
Closed -$1.35M – 120
2023
Q1 		$1.35M Sell
9,062
-61
-0.7% -$8.72K 0.36% 61
2022
Q4 		$1.37M Sell
9,123
-1,106
-11% -$155K 0.37% 67
2022
Q3 		$1.29M Sell
10,229
-164
-2% -$23.3K 0.36% 72
2022
Q2 		$1.5M Buy
10,393
+26
+0.3% +$3.91K 0.37% 72
2022
Q1 		$1.58M Buy
+10,367
New +$1.62M 0.33% 72
2021
Q3 		$1.45M Buy
10,373
+1,071
+12% +$152K 0.32% 71
2021
Q2 		$1.25M Sell
9,302
-27,142
-74% -$3.67M 0.3% 82
2021
Q1 		$3.11M Buy
36,444
+23,218
+176% +$3.03M 2.32% 13
2020
Q4 		$1.87M Sell
13,226
-7
-0.1% -$978 0.51% 55
2020
Q3 		$1.84M Sell
13,233
-351
-3% -$46.6K 0.49% 60
2020
Q2 		$1.62M Sell
13,584
-489
-3% -$57K 0.45% 63
2020
Q1 		$1.55M Sell
14,073
-23,356
-62% -$2.8M 0.53% 61
2019
Q4 		$4.67M Buy
+37,429
New +$4.58M 1.23% 19

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

Wealth Advisory Solutions's PG Position: Q3 2025 in Review

Wealth Advisory Solutions sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 2,632 shares — an estimated $419K sold.

Wealth Advisory Solutions first reported a position in PG in Q4 2019 and held it in 17 quarters. The position peaked at $4.67M in Q4 2019. 3,892 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Wealth Advisory Solutions reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 2,632 Procter & Gamble shares in Q3 2025, an estimated $419K.
  • Wealth Advisory Solutions first reported a position in Procter & Gamble in Q4 2019 and held it in 17 quarters.
  • Wealth Advisory Solutions's Procter & Gamble position peaked at $4.67M in Q4 2019.
  • 3,892 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Wealth Advisory Solutions's 13F filing for Q3 2025, filed 27 Oct 2025.