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Westover Capital Advisors’s Procter & Gamble PG Stock Holding History

Westover Capital Advisors’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
-1,879
Closed -$320K – 238
2025
Q1 		$320K Sell
1,879
-65
-3% -$10.9K 0.07% 186
2024
Q4 		$326K Hold
1,944
– – 0.07% 181
2024
Q3 		$337K Buy
1,944
+638
+49% +$108K 0.06% 191
2024
Q2 		$215K Buy
1,306
+24
+2% +$3.92K 0.06% 202
2024
Q1 		$208K Buy
+1,282
New +$201K 0.06% 176
2022
Q4 		– Sell
-1,810
Closed -$229K – 158
2022
Q3 		$229K Sell
1,810
-556
-23% -$79K 0.09% 143
2022
Q2 		$340K Sell
2,366
-112
-5% -$16.8K 0.13% 115
2022
Q1 		$379K Buy
2,478
+78
+3% +$12.2K 0.12% 121
2021
Q4 		$393K Hold
2,400
– – 0.11% 123
2021
Q3 		$336K Buy
2,400
+71
+3% +$10.1K 0.11% 128
2021
Q2 		$314K Buy
2,329
+182
+8% +$24.6K 0.1% 140
2021
Q1 		$291K Sell
2,147
-2,059
-49% -$269K 0.1% 135
2020
Q4 		$585K Sell
4,206
-18
-0.4% -$2.52K 0.21% 89
2020
Q3 		$587K Sell
4,224
-75
-2% -$9.96K 0.24% 82
2020
Q2 		$514K Sell
4,299
-2,383
-36% -$278K 0.24% 80
2020
Q1 		$735K Sell
6,682
-444
-6% -$53.3K 0.4% 60
2019
Q4 		$890K Buy
7,126
+2,160
+43% +$264K 0.4% 58
2019
Q3 		$618K Sell
4,966
-48
-1% -$5.67K 0.29% 75
2019
Q2 		$550K Sell
5,014
-103
-2% -$11K 0.27% 78
2019
Q1 		$532K Sell
5,117
-226
-4% -$22K 0.28% 74
2018
Q4 		$491K Buy
+5,343
New +$478K 0.31% 67
2018
Q2 		– Sell
-5,094
Closed -$404K – 109
2018
Q1 		$404K Sell
5,094
-21,203
-81% -$1.77M 0.22% 83
2017
Q4 		$2.42M Buy
26,297
+282
+1% +$25.4K 1.33% 27
2017
Q3 		$2.37M Buy
26,015
+3,326
+15% +$303K 1.39% 26
2017
Q2 		$1.98M Buy
22,689
+645
+3% +$56.9K 1.3% 29
2017
Q1 		$1.98M Buy
22,044
+13,981
+173% +$1.24M 1.32% 29
2016
Q4 		$678K Buy
+8,063
New +$687K 0.49% 56

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

Westover Capital Advisors's PG Position: Q2 2025 in Review

Westover Capital Advisors sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,879 shares — an estimated $320K sold.

Westover Capital Advisors first reported a position in PG in Q4 2016 and held it in 27 quarters. The position peaked at $2.42M in Q4 2017. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Westover Capital Advisors reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 1,879 Procter & Gamble shares in Q2 2025, an estimated $320K.
  • Westover Capital Advisors first reported a position in Procter & Gamble in Q4 2016 and held it in 27 quarters.
  • Westover Capital Advisors's Procter & Gamble position peaked at $2.42M in Q4 2017.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Westover Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.