Westside Investment Management’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 | $673K | Sell |
4,588
-110
| -2% | -$16K | 0.09% | 172 |
|
|
2026
Q1 | $677K | Sell |
4,698
-108
| -2% | -$16.4K | 0.1% | 164 |
|
|
2025
Q4 | $687K | Sell |
4,806
-24
| -0.5% | -$3.54K | 0.11% | 148 |
|
|
2025
Q3 | $742K | Buy |
4,830
+473
| +11% | +$73.9K | 0.12% | 147 |
|
|
2025
Q2 | $696K | Buy |
4,357
+439
| +11% | +$71.7K | 0.13% | 142 |
|
|
2025
Q1 | $668K | Sell |
3,918
-204
| -5% | -$34.2K | 0.14% | 137 |
|
|
2024
Q4 | $691K | Sell |
4,122
-175
| -4% | -$29.8K | 0.15% | 134 |
|
|
2024
Q3 | $730K | Sell |
4,297
-24
| -0.6% | -$4.07K | 0.16% | 128 |
|
|
2024
Q2 | $709K | Buy |
4,321
+18
| +0.4% | +$2.94K | 0.16% | 127 |
|
|
2024
Q1 | $698K | Sell |
4,303
-211
| -5% | -$33.1K | 0.17% | 127 |
|
|
2023
Q4 | $661K | Sell |
4,514
-100
| -2% | -$14.8K | 0.17% | 126 |
|
|
2023
Q3 | $673K | Sell |
4,614
-100
| -2% | -$15.3K | 0.19% | 116 |
|
|
2023
Q2 | $716K | Hold |
4,714
| – | – | 0.2% | 115 |
|
|
2023
Q1 | $705K | Hold |
4,714
| – | – | 0.21% | 108 |
|
|
2022
Q4 | $273K | Sell |
4,714
-1,000
| -18% | -$140K | 0.67% | 38 |
|
|
2022
Q3 | $321K | Buy |
5,714
+700
| +14% | +$99.4K | 0.77% | 33 |
|
|
2022
Q2 | $263K | Sell |
5,014
-291
| -5% | -$43.7K | 0.59% | 40 |
|
|
2022
Q1 | $276K | Buy |
5,305
+50
| +1% | +$7.82K | 0.61% | 39 |
|
|
2021
Q4 | $307K | Hold |
5,255
| – | – | 0.7% | 32 |
|
|
2021
Q3 | $266K | Buy |
5,255
+160
| +3% | +$22.7K | 0.61% | 36 |
|
|
2021
Q2 | $243K | Sell |
5,095
-342
| -6% | -$46.3K | 0.56% | 41 |
|
|
2021
Q1 | $244K | Buy |
5,437
+600
| +12% | +$78.3K | 0.64% | 39 |
|
|
2020
Q4 | $272K | Buy |
4,837
+41
| +0.9% | +$5.73K | 0.74% | 31 |
|
|
2020
Q3 | $271K | Buy |
4,796
+300
| +7% | +$39.8K | 0.12% | 25 |
|
|
2020
Q2 | $198K | Sell |
4,496
-4
| -0.1% | -$466 | 0.12% | 29 |
|
|
2020
Q1 | $182K | Buy |
+4,500
| New | +$540K | 0.12% | 23 |
|
|
2019
Q2 | $291K | Buy |
+2,656
| New | +$283K | 0.1% | 129 |
|
|
2018
Q4 | $410K | Sell |
4,456
-223
| -5% | -$19.9K | 0.15% | 99 |
|
|
2018
Q3 | $391K | Buy |
4,679
+1,509
| +48% | +$123K | 0.12% | 102 |
|
|
2018
Q2 | $248K | Buy |
3,170
+41
| +1% | +$3.09K | 0.09% | 141 |
|
|
2018
Q1 | $242K | Sell |
3,129
-750
| -19% | -$62.5K | 0.13% | 139 |
|
|
2017
Q4 | $356K | Hold |
3,879
| – | – | 0.19% | 112 |
|
|
2017
Q3 | $357K | Hold |
3,879
| – | – | 0.22% | 98 |
|
|
2017
Q2 | $338K | Buy |
3,879
+67
| +2% | +$5.91K | 0.22% | 96 |
|
|
2017
Q1 | $343K | Buy |
3,812
+1,277
| +50% | +$113K | 0.16% | 92 |
|
|
2016
Q4 | $212K | Buy |
+2,535
| New | +$216K | 0.14% | 89 |
|
Other funds holding PG
Westside Investment Management's PG Position: Q2 2026 in Review
Westside Investment Management reduced its Procter & Gamble (PG) stake by 2.3% in Q2 2026, selling an estimated $16K and leaving 4,588 shares worth $673K. The position accounts for 0.09% of the portfolio, ranked #172.
Westside Investment Management first reported a position in PG in Q4 2016 and has held it in 36 quarters since. The position peaked at $742K in Q3 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Westside Investment Management held 4,588 shares of Procter & Gamble worth $673K as of Q2 2026.
- Westside Investment Management sold 110 Procter & Gamble shares in Q2 2026, an estimated $16K.
- Procter & Gamble made up 0.09% of Westside Investment Management's portfolio in Q2 2026, its #172 holding.
- Westside Investment Management first reported a position in Procter & Gamble in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Procter & Gamble position peaked at $742K in Q3 2025.
- 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.