Winch Advisory Services’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
$1.16M Sell
7,919
-21
-0.3% -$3.06K 0.24% 49
2026
Q1
$1.15M Buy
7,940
+258
+3% +$39.1K 0.26% 48
2025
Q4
$1.1M Buy
7,682
+18
+0.2% +$2.65K 0.24% 47
2025
Q3
$1.18M Buy
7,664
+309
+4% +$48.3K 0.27% 44
2025
Q2
$1.17M Sell
7,355
-52
-0.7% -$8.49K 0.29% 43
2025
Q1
$1.26M Buy
7,407
+31
+0.4% +$5.19K 0.33% 40
2024
Q4
$1.24M Buy
7,376
+448
+6% +$76.3K 0.32% 41
2024
Q3
$1.2M Buy
6,928
+189
+3% +$32.1K 0.33% 43
2024
Q2
$1.11M Buy
6,739
+368
+6% +$60.2K 0.32% 38
2024
Q1
$1.03M Buy
6,371
+210
+3% +$32.9K 0.32% 41
2023
Q4
$903K Buy
6,161
+335
+6% +$49.6K 0.3% 43
2023
Q3
$850K Buy
5,826
+118
+2% +$18K 0.31% 40
2023
Q2
$866K Buy
5,708
+104
+2% +$15.7K 0.31% 41
2023
Q1
$833K Buy
5,604
+61
+1% +$8.72K 0.32% 40
2022
Q4
$840K Buy
5,543
+10
+0.2% +$1.4K 0.36% 40
2022
Q3
$699K Buy
5,533
+4
+0.1% +$568 0.3% 43
2022
Q2
$795K Buy
5,529
+42
+0.8% +$6.31K 0.32% 42
2022
Q1
$838K Buy
5,487
+3
+0.1% +$469 0.29% 44
2021
Q4
$897K Sell
5,484
-98
-2% -$14.6K 0.3% 43
2021
Q3
$780K Buy
5,582
+145
+3% +$20.6K 0.27% 45
2021
Q2
$734K Buy
5,437
+558
+11% +$75.5K 0.26% 46
2021
Q1
$661K Buy
4,879
+586
+14% +$76.5K 0.26% 45
2020
Q4
$597K Buy
4,293
+1,016
+31% +$142K 0.25% 48
2020
Q3
$456K Sell
3,277
-14
-0.4% -$1.86K 0.19% 47
2020
Q2
$394K Buy
3,291
+47
+1% +$5.48K 0.19% 47
2020
Q1
$357K Buy
3,244
+6
+0.2% +$720 0.18% 46
2019
Q4
$404K Buy
3,238
+109
+3% +$13.3K 0.19% 58
2019
Q3
$389K Buy
3,129
+16
+0.5% +$1.89K 0.2% 48
2019
Q2
$341K Sell
3,113
-85
-3% -$9.06K 0.18% 52
2019
Q1
$333K Buy
3,198
+302
+10% +$29.4K 0.18% 58
2018
Q4
$266K Buy
2,896
+197
+7% +$17.6K 0.15% 61
2018
Q3
$225K Buy
2,699
+35
+1% +$2.86K 0.11% 72
2018
Q2
$208K Buy
2,664
+61
+2% +$4.59K 0.11% 76
2018
Q1
$206K Buy
2,603
+22
+0.9% +$1.83K 0.12% 78
2017
Q4
$237K Sell
2,581
-49
-2% -$4.41K 0.14% 56
2017
Q3
$239K Buy
2,630
+19
+0.7% +$1.73K 0.16% 56
2017
Q2
$228K Buy
2,611
+88
+3% +$7.76K 0.14% 76
2017
Q1
$227K Sell
2,523
-1,798
-42% -$159K 0.14% 79
2016
Q4
$363K Sell
4,321
-906
-17% -$77.2K 0.25% 53
2016
Q3
$469K Buy
5,227
+2,636
+102% +$229K 0.38% 49
2016
Q2
$219K Buy
2,591
+144
+6% +$11.8K 0.27% 40
2016
Q1
$201K Buy
2,447
+19
+0.8% +$1.53K 0.32% 26
2015
Q4
$193K Buy
2,428
+20
+0.8% +$1.53K 0.22% 31
2015
Q3
$173K Buy
2,408
+20
+0.8% +$1.5K 0.25% 35
2015
Q2
$187K Buy
2,388
+19
+0.8% +$1.53K 0.1% 93
2015
Q1
$194K Buy
+2,369
New +$204K 0.11% 61
2014
Q4
Sell
-19,968
Closed -$1.67M 146
2014
Q3
$1.67M Sell
19,968
-381
-2% -$31.2K 1.07% 30
2014
Q2
$1.6M Sell
20,349
-13,534
-40% -$1.09M 0.94% 37
2014
Q1
$2.73M Buy
+33,883
New +$2.67M 1.73% 17

Other funds holding PG

Winch Advisory Services's PG Position: Q2 2026 in Review

Winch Advisory Services reduced its Procter & Gamble (PG) stake by 0.26% in Q2 2026, selling an estimated $3.06K and leaving 7,919 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #49.

Winch Advisory Services first reported a position in PG in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.73M in Q1 2014. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Winch Advisory Services held 7,919 shares of Procter & Gamble worth $1.16M as of Q2 2026.
  • Winch Advisory Services sold 21 Procter & Gamble shares in Q2 2026, an estimated $3.06K.
  • Procter & Gamble made up 0.24% of Winch Advisory Services's portfolio in Q2 2026, its #49 holding.
  • Winch Advisory Services first reported a position in Procter & Gamble in Q1 2014 and has held it in 49 quarters since.
  • Winch Advisory Services's Procter & Gamble position peaked at $2.73M in Q1 2014.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.