WESPAC Advisors SoCal’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 | $6.47M | Buy |
44,135
+475
| +1% | +$69.1K | 1.16% | 29 |
|
|
2026
Q1 | $6.31M | Buy |
43,660
+1,329
| +3% | +$201K | 1.34% | 27 |
|
|
2025
Q4 | $6.07M | Sell |
42,331
-4,555
| -10% | -$672K | 1.22% | 34 |
|
|
2025
Q3 | $7.2M | Sell |
46,886
-3,731
| -7% | -$583K | 1.46% | 28 |
|
|
2025
Q2 | $8.06M | Buy |
50,617
+7,619
| +18% | +$1.24M | 1.8% | 21 |
|
|
2025
Q1 | $7.33M | Buy |
42,998
+3,273
| +8% | +$548K | 1.91% | 22 |
|
|
2024
Q4 | $6.66M | Sell |
39,725
-300
| -0.7% | -$51.1K | 1.51% | 24 |
|
|
2024
Q3 | $6.93M | Buy |
40,025
+1,946
| +5% | +$330K | 1.6% | 23 |
|
|
2024
Q2 | $6.28M | Buy |
38,079
+6,305
| +20% | +$1.03M | 1.58% | 24 |
|
|
2024
Q1 | $5.16M | Buy |
31,774
+2,400
| +8% | +$376K | 1.35% | 27 |
|
|
2023
Q4 | $4.3M | Buy |
29,374
+1,884
| +7% | +$279K | 1.25% | 30 |
|
|
2023
Q3 | $4.01M | Sell |
27,490
-265
| -1% | -$40.5K | 1.35% | 27 |
|
|
2023
Q2 | $4.21M | Buy |
27,755
+32
| +0.1% | +$4.82K | 1.44% | 26 |
|
|
2023
Q1 | $4.12M | Buy |
27,723
+111
| +0.4% | +$15.9K | 1.42% | 26 |
|
|
2022
Q4 | $4.18M | Buy |
27,612
+424
| +2% | +$59.4K | 1.56% | 25 |
|
|
2022
Q3 | $3.66M | Buy |
+27,188
| New | +$3.86M | 1.53% | 27 |
|
|
2019
Q2 | – | Sell |
-1,017
| Closed | -$105K | – | 237 |
|
|
2019
Q1 | $105K | Buy |
1,017
+192
| +23% | +$18.7K | 0.06% | 101 |
|
|
2018
Q4 | $75K | Buy |
825
+233
| +39% | +$20.8K | 0.05% | 108 |
|
|
2018
Q3 | $49K | Buy |
+592
| New | +$48.4K | 0.02% | 130 |
|
|
2018
Q2 | – | Sell |
-947
| Closed | -$75K | – | 205 |
|
|
2018
Q1 | $75K | Buy |
947
+330
| +53% | +$27.5K | 0.04% | 102 |
|
|
2017
Q4 | $56K | Buy |
617
+20
| +3% | +$1.8K | 0.03% | 114 |
|
|
2017
Q3 | $54K | Hold |
597
| – | – | 0.03% | 124 |
|
|
2017
Q2 | $52K | Sell |
597
-75
| -11% | -$6.61K | 0.03% | 121 |
|
|
2017
Q1 | $60.4K | Sell |
672
-65
| -9% | -$5.76K | 0.04% | 111 |
|
|
2016
Q4 | $62K | Hold |
737
| – | – | 0.04% | 110 |
|
|
2016
Q3 | $66.1K | Hold |
737
| – | – | 0.04% | 107 |
|
|
2016
Q2 | $62.4K | Buy |
737
+140
| +23% | +$11.5K | 0.04% | 111 |
|
|
2016
Q1 | $49.1K | Hold |
597
| – | – | 0.04% | 115 |
|
|
2015
Q4 | $47K | Buy |
+597
| New | +$45.6K | 0.03% | 127 |
|
Other funds holding PG
WESPAC Advisors SoCal's PG Position: Q2 2026 in Review
WESPAC Advisors SoCal increased its Procter & Gamble (PG) stake by 1.1% in Q2 2026, buying an estimated $69.1K and bringing the position to 44,135 shares worth $6.47M. The position accounts for 1.16% of the portfolio, ranked #29.
WESPAC Advisors SoCal first reported a position in PG in Q4 2015 and has held it in 29 quarters since. The position peaked at $8.06M in Q2 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- WESPAC Advisors SoCal held 44,135 shares of Procter & Gamble worth $6.47M as of Q2 2026.
- WESPAC Advisors SoCal bought 475 Procter & Gamble shares in Q2 2026, an estimated $69.1K.
- Procter & Gamble made up 1.16% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #29 holding.
- WESPAC Advisors SoCal first reported a position in Procter & Gamble in Q4 2015 and has held it in 29 quarters since.
- WESPAC Advisors SoCal's Procter & Gamble position peaked at $8.06M in Q2 2025.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.