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Westwood Wealth Management’s Procter & Gamble PG Stock Holding History

Westwood Wealth Management’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
2026
Q1 		– Sell
-1,542
Closed -$221K – 94
2025
Q4 		$221K Buy
+1,542
New +$227K 0.17% 98

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Westwood Wealth Management's PG Position: Q1 2026 in Review

Westwood Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,542 shares — an estimated $221K sold.

Westwood Wealth Management first reported a position in PG in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 3,993 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Westwood Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 1,542 Procter & Gamble shares in Q1 2026, an estimated $221K.
  • Westwood Wealth Management first reported a position in Procter & Gamble in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Procter & Gamble position peaked at $221K in Q4 2025.
  • 3,993 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.