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West Coast Financial’s Procter & Gamble PG Stock Holding History

West Coast Financial’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
-15,958
Closed -$2.72M – 110
2025
Q1 		$2.72M Sell
15,958
-4,411
-22% -$739K 0.31% 59
2024
Q4 		$3.41M Sell
20,369
-3,192
-14% -$544K 0.38% 51
2024
Q3 		$4.08M Sell
23,561
-1,158
-5% -$197K 0.45% 50
2024
Q2 		$4.08M Sell
24,719
-2,814
-10% -$460K 0.48% 46
2024
Q1 		$4.47M Sell
27,533
-44,948
-62% -$7.05M 0.54% 47
2023
Q4 		$10.6M Buy
72,481
+27,692
+62% +$4.1M 1.39% 23
2023
Q3 		$6.53M Buy
44,789
+1,051
+2% +$161K 0.97% 33
2023
Q2 		$6.64M Sell
43,738
-2
-0% -$301 0.94% 35
2023
Q1 		$6.5M Buy
43,740
+40,161
+1,122% +$5.74M 1% 30
2022
Q4 		$542K Buy
3,579
+130
+4% +$18.2K 0.09% 83
2022
Q3 		$435K Buy
3,449
+23
+0.7% +$3.27K 0.08% 87
2022
Q2 		$493K Buy
3,426
+11
+0.3% +$1.65K 0.09% 82
2022
Q1 		$522K Buy
3,415
+10
+0.3% +$1.56K 0.08% 84
2021
Q4 		$557K Buy
3,405
+11
+0.3% +$1.63K 0.08% 86
2021
Q3 		$475K Sell
3,394
-915
-21% -$130K 0.08% 91
2021
Q2 		$581K Buy
4,309
+27
+0.6% +$3.65K 0.09% 87
2021
Q1 		$580K Buy
4,282
+256
+6% +$33.4K 0.1% 82
2020
Q4 		$560K Buy
4,026
+83
+2% +$11.6K 0.11% 80
2020
Q3 		$548K Buy
3,943
+81
+2% +$10.8K 0.12% 75
2020
Q2 		$462K Buy
3,862
+71
+2% +$8.28K 0.11% 75
2020
Q1 		$417K Sell
3,791
-139
-4% -$16.7K 0.11% 73
2019
Q4 		$491K Sell
3,930
-848
-18% -$104K 0.1% 79
2019
Q3 		$594K Buy
4,778
+918
+24% +$108K 0.13% 74
2019
Q2 		$423K Buy
3,860
+242
+7% +$25.8K 0.1% 86
2019
Q1 		$376K Sell
3,618
-45
-1% -$4.38K 0.09% 92
2018
Q4 		$337K Sell
3,663
-1,011
-22% -$90.4K 0.1% 91
2018
Q3 		$389K Buy
4,674
+1,288
+38% +$105K 0.09% 110
2018
Q2 		$264K Sell
3,386
-2,241
-40% -$169K 0.07% 93
2018
Q1 		$446K Sell
5,627
-286
-5% -$23.8K 0.13% 78
2017
Q4 		$543K Sell
5,913
-3,028
-34% -$272K 0.15% 79
2017
Q3 		$813K Buy
8,941
+814
+10% +$74.1K 0.22% 73
2017
Q2 		$708K Sell
8,127
-746
-8% -$65.8K 0.23% 68
2017
Q1 		$797K Sell
8,873
-607
-6% -$53.8K 0.25% 72
2016
Q4 		$793K Sell
9,480
-560
-6% -$47.7K 0.25% 75
2016
Q3 		$901K Buy
10,040
+5,593
+126% +$486K 0.29% 76
2016
Q2 		$377K Buy
4,447
+616
+16% +$50.6K 0.14% 80
2016
Q1 		$315K Buy
3,831
+13
+0.3% +$1.05K 0.13% 73
2015
Q4 		$303K Sell
3,818
-354
-8% -$27.1K 0.13% 79
2015
Q3 		$300K Sell
4,172
-907
-18% -$68K 0.13% 79
2015
Q2 		$397K Buy
5,079
+188
+4% +$15.1K 0.17% 71
2015
Q1 		$401K Buy
4,891
+11
+0.2% +$946 0.19% 70
2014
Q4 		$445K Sell
4,880
-27
-0.6% -$2.38K 0.23% 64
2014
Q3 		$411K Sell
4,907
-263
-5% -$21.6K 0.23% 68
2014
Q2 		$391K Buy
5,170
+311
+6% +$25.1K 0.21% 72
2014
Q1 		$392K Sell
4,859
-1,649
-25% -$130K 0.2% 75
2013
Q4 		$400K Buy
6,508
+1,560
+32% +$127K 0.21% 75
2013
Q3 		$374K Buy
4,948
+61
+1% +$4.85K 0.21% 76
2013
Q2 		$376K Buy
+4,887
New +$384K 0.21% 76

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

West Coast Financial's PG Position: Q2 2025 in Review

West Coast Financial sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 15,958 shares — an estimated $2.72M sold.

West Coast Financial first reported a position in PG in Q2 2013 and held it in 48 quarters. The position peaked at $10.6M in Q4 2023. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • West Coast Financial reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 15,958 Procter & Gamble shares in Q2 2025, an estimated $2.72M.
  • West Coast Financial first reported a position in Procter & Gamble in Q2 2013 and held it in 48 quarters.
  • West Coast Financial's Procter & Gamble position peaked at $10.6M in Q4 2023.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.