Westbourne Investments’s Procter & Gamble PG Stock Holding History

Westbourne Investments’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	-1,200	Closed	-$205K	–	160
2025 Q1	$205K	Hold	1,200	–	–	0.12%	126
2024 Q4	$201K	Buy	+1,200	New	+$204K	0.12%	119

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 $138M AUM 28.86% 1-Year Est. Return

Westbourne Investments's PG Position: Q2 2025 in Review

Westbourne Investments sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,200 shares — an estimated $205K sold.

Westbourne Investments first reported a position in PG in Q4 2024 and held it in 2 quarters. The position peaked at $205K in Q1 2025. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Westbourne Investments reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
Westbourne Investments sold 1,200 Procter & Gamble shares in Q2 2025, an estimated $205K.
Westbourne Investments first reported a position in Procter & Gamble in Q4 2024 and held it in 2 quarters.
Westbourne Investments's Procter & Gamble position peaked at $205K in Q1 2025.
3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Westbourne Investments's 13F filing for Q2 2025, filed 9 Jul 2025.