Wealth Management Associates’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 | $1.35M | Hold |
9,193
| – | – | 0.37% | 53 |
|
|
2026
Q1 | $1.33M | Hold |
9,193
| – | – | 0.46% | 51 |
|
|
2025
Q4 | $1.32M | Buy |
9,193
+211
| +2% | +$31.1K | 0.46% | 48 |
|
|
2025
Q3 | $1.38M | Sell |
8,982
-200
| -2% | -$31.2K | 0.49% | 45 |
|
|
2025
Q2 | $1.46M | Sell |
9,182
-307
| -3% | -$50.1K | 0.57% | 41 |
|
|
2025
Q1 | $1.62M | Buy |
9,489
+253
| +3% | +$42.4K | 0.69% | 34 |
|
|
2024
Q4 | $1.55M | Hold |
9,236
| – | – | 0.66% | 35 |
|
|
2024
Q3 | $1.6M | Sell |
9,236
-191
| -2% | -$32.4K | 0.7% | 33 |
|
|
2024
Q2 | $1.55M | Hold |
9,427
| – | – | 0.73% | 31 |
|
|
2024
Q1 | $1.55M | Sell |
9,427
-227
| -2% | -$35.6K | 0.73% | 31 |
|
|
2023
Q4 | $1.41M | Buy |
9,654
+1,716
| +22% | +$254K | 0.75% | 29 |
|
|
2023
Q3 | $1.16M | Buy |
7,938
+121
| +2% | +$18.5K | 0.68% | 35 |
|
|
2023
Q2 | $1.19M | Sell |
7,817
-88
| -1% | -$13.3K | 0.67% | 34 |
|
|
2023
Q1 | $1.18M | Hold |
7,905
| – | – | 0.73% | 31 |
|
|
2022
Q4 | $1.2M | Sell |
7,905
-50
| -0.6% | -$7.01K | 0.8% | 30 |
|
|
2022
Q3 | $1M | Buy |
7,955
+202
| +3% | +$28.7K | 0.71% | 35 |
|
|
2022
Q2 | $1.11M | Sell |
7,753
-89
| -1% | -$13.4K | 0.76% | 30 |
|
|
2022
Q1 | $1.2M | Sell |
7,842
-61
| -0.8% | -$9.54K | 0.68% | 30 |
|
|
2021
Q4 | $1.29M | Buy |
7,903
+807
| +11% | +$120K | 0.7% | 31 |
|
|
2021
Q3 | $992K | Buy |
7,096
+188
| +3% | +$26.6K | 0.58% | 38 |
|
|
2021
Q2 | $932K | Sell |
6,908
-107
| -2% | -$14.5K | 0.53% | 41 |
|
|
2021
Q1 | $950K | Sell |
7,015
-100
| -1% | -$13K | 0.6% | 37 |
|
|
2020
Q4 | $990K | Sell |
7,115
-66
| -0.9% | -$9.22K | 0.65% | 31 |
|
|
2020
Q3 | $998K | Sell |
7,181
-35
| -0.5% | -$4.65K | 0.77% | 29 |
|
|
2020
Q2 | $863K | Hold |
7,216
| – | – | 0.73% | 30 |
|
|
2020
Q1 | $794K | Sell |
7,216
-135
| -2% | -$16.2K | 0.8% | 29 |
|
|
2019
Q4 | $918K | Hold |
7,351
| – | – | 0.66% | 35 |
|
|
2019
Q3 | $914K | Buy |
7,351
+1,581
| +27% | +$187K | 0.74% | 31 |
|
|
2019
Q2 | $633K | Buy |
5,770
+200
| +4% | +$21.3K | 0.63% | 36 |
|
|
2019
Q1 | $580K | Buy |
5,570
+450
| +9% | +$43.8K | 0.63% | 37 |
|
|
2018
Q4 | $471K | Buy |
+5,120
| New | +$458K | 0.63% | 39 |
|
Other funds holding PG
Wealth Management Associates's PG Position: Q2 2026 in Review
Wealth Management Associates held its Procter & Gamble (PG) position steady in Q2 2026 at 9,193 shares worth $1.35M. The position accounts for 0.37% of the portfolio, ranked #53.
Wealth Management Associates first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.62M in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Wealth Management Associates held 9,193 shares of Procter & Gamble worth $1.35M as of Q2 2026.
- Wealth Management Associates left its Procter & Gamble share count unchanged in Q2 2026.
- Procter & Gamble made up 0.37% of Wealth Management Associates's portfolio in Q2 2026, its #53 holding.
- Wealth Management Associates first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
- Wealth Management Associates's Procter & Gamble position peaked at $1.62M in Q1 2025.
- 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.