Wealthcare Capital Management’s Procter & Gamble PG Stock Holding History

Wealthcare Capital Management’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 Q2	–	Sell	-1,297	Closed	-$221K	–	91
2025 Q1	$221K	Buy	1,297 +3	+0.2%	+$502	0.02%	84
2024 Q4	$217K	Buy	1,294 +72	+6%	+$12.3K	0.02%	86
2024 Q3	$212K	Buy	1,222 +2	+0.2%	+$340	0.02%	79
2024 Q2	$201K	Buy	+1,220	New	+$199K	0.02%	83
2023 Q3	–	Sell	-1,643	Closed	-$249K	–	79
2023 Q2	$249K	Buy	1,643 +11	+0.7%	+$1.66K	0.03%	69
2023 Q1	$243K	Sell	1,632 -61	-4%	-$8.72K	0.03%	64
2022 Q4	$257K	Buy	+1,693	New	+$237K	0.03%	66
2022 Q3	–	Sell	-1,943	Closed	-$279K	–	67
2022 Q2	$279K	Buy	1,943 +424	+28%	+$63.7K	0.03%	59
2022 Q1	$232K	Buy	+1,519	New	+$238K	0.02%	72
2021 Q2	–	Sell	-758	Closed	-$103K	–	508
2021 Q1	$103K	Buy	+758	New	+$98.9K	0.01%	98
2020 Q2	–	Sell	-187	Closed	-$21K	–	194
2020 Q1	$21K	Sell	187 -152	-45%	-$18.2K	﹤0.01%	131
2019 Q4	$42K	Buy	339 +189	+126%	+$23.1K	0.01%	116
2019 Q3	$19K	Buy	150 +2	+1%	+$236	﹤0.01%	139
2019 Q2	$16K	Buy	148 +2	+1%	+$213	﹤0.01%	140
2019 Q1	$15K	Buy	146 +2	+1%	+$195	﹤0.01%	147
2018 Q4	$13K	Buy	144 +3	+2%	+$268	﹤0.01%	147
2018 Q3	$12K	Buy	141 +5	+4%	+$409	﹤0.01%	151
2018 Q2	$11K	Hold	136	–	–	﹤0.01%	147
2018 Q1	$11K	Buy	136 +3	+2%	+$250	﹤0.01%	141
2017 Q4	$12K	Sell	133 -189	-59%	-$17K	﹤0.01%	131
2017 Q3	$29K	Buy	322 +2	+0.6%	+$182	﹤0.01%	98
2017 Q2	$28K	Sell	320 -107	-25%	-$9.43K	﹤0.01%	97
2017 Q1	$38K	Buy	427 +2	+0.5%	+$177	﹤0.01%	90
2016 Q4	$36K	Sell	425 -43	-9%	-$3.67K	﹤0.01%	90
2016 Q3	$42K	Sell	468 -122	-21%	-$10.6K	﹤0.01%	79
2016 Q2	$50K	Sell	590 -635	-52%	-$52.1K	0.01%	70
2016 Q1	$101K	Sell	1,225 -218	-15%	-$17.6K	0.01%	63
2015 Q4	$115K	Sell	1,443 -614	-30%	-$46.9K	0.01%	63
2015 Q3	$148K	Buy	2,057 +387	+23%	+$29K	0.02%	52
2015 Q2	$131K	Sell	1,670 -1,410	-46%	-$113K	0.02%	62
2015 Q1	$252K	Buy	3,080 +2,201	+250%	+$189K	0.03%	90
2014 Q4	$80K	Sell	879 -300	-25%	-$26.4K	0.01%	69
2014 Q3	$99K	Buy	1,179 +366	+45%	+$30K	0.01%	62
2014 Q2	$64K	Buy	813 +120	+17%	+$9.68K	0.01%	72
2014 Q1	$56K	Buy	693 +191	+38%	+$15.1K	0.01%	77
2013 Q4	$41K	Buy	502 +371	+283%	+$30.2K	0.01%	53
2013 Q3	$10K	Buy	131 +16	+14%	+$1.27K	﹤0.01%	78
2013 Q2	$9K	Buy	+115	New	+$9.03K	﹤0.01%	82

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Wealthcare Capital Management's PG Position: Q2 2025 in Review

Wealthcare Capital Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,297 shares — an estimated $221K sold.

Wealthcare Capital Management first reported a position in PG in Q2 2013 and held it in 38 quarters. The position peaked at $279K in Q2 2022. 3,953 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Wealthcare Capital Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
Wealthcare Capital Management sold 1,297 Procter & Gamble shares in Q2 2025, an estimated $221K.
Wealthcare Capital Management first reported a position in Procter & Gamble in Q2 2013 and held it in 38 quarters.
Wealthcare Capital Management's Procter & Gamble position peaked at $279K in Q2 2022.
3,953 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Wealthcare Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.