Xcel Wealth 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 | – | Sell |
-5,113
| Closed | -$744K | – | 144 |
|
|
2026
Q1 | $739K | Buy |
5,113
+926
| +22% | +$140K | 0.2% | 84 |
|
|
2025
Q4 | $600K | Buy |
4,187
+611
| +17% | +$90.1K | 0.15% | 88 |
|
|
2025
Q3 | $549K | Sell |
3,576
-159
| -4% | -$24.8K | 0.14% | 94 |
|
|
2025
Q2 | $595K | Sell |
3,735
-865
| -19% | -$141K | 0.17% | 86 |
|
|
2025
Q1 | $784K | Hold |
4,600
| – | – | 0.24% | 75 |
|
|
2024
Q4 | $771K | Sell |
4,600
-60
| -1% | -$10.2K | 0.21% | 70 |
|
|
2024
Q3 | $807K | Hold |
4,660
| – | – | 0.24% | 66 |
|
|
2024
Q2 | $769K | Sell |
4,660
-1,064
| -19% | -$174K | 0.24% | 67 |
|
|
2024
Q1 | $929K | Buy |
5,724
+64
| +1% | +$10K | 0.29% | 61 |
|
|
2023
Q4 | $829K | Sell |
5,660
-29
| -0.5% | -$4.29K | 0.29% | 58 |
|
|
2023
Q3 | $830K | Buy |
5,689
+950
| +20% | +$145K | 0.33% | 58 |
|
|
2023
Q2 | $719K | Sell |
4,739
-100
| -2% | -$15.1K | 0.23% | 74 |
|
|
2023
Q1 | $720K | Buy |
4,839
+41
| +0.9% | +$5.86K | 0.25% | 68 |
|
|
2022
Q4 | $727K | Hold |
4,798
| – | – | 0.29% | 64 |
|
|
2022
Q3 | $606K | Hold |
4,798
| – | – | 0.23% | 73 |
|
|
2022
Q2 | $690K | Buy |
4,798
+3
| +0.1% | +$451 | 0.25% | 66 |
|
|
2022
Q1 | $733K | Hold |
4,795
| – | – | 0.2% | 80 |
|
|
2021
Q4 | $784K | Buy |
4,795
+22
| +0.5% | +$3.27K | 0.2% | 82 |
|
|
2021
Q3 | $667K | Hold |
4,773
| – | – | 0.19% | 83 |
|
|
2021
Q2 | $644K | Hold |
4,773
| – | – | 0.19% | 85 |
|
|
2021
Q1 | $646K | Buy |
4,773
+11
| +0.2% | +$1.44K | 0.23% | 76 |
|
|
2020
Q4 | $662K | Buy |
4,762
+24
| +0.5% | +$3.35K | 0.29% | 70 |
|
|
2020
Q3 | $658K | Hold |
4,738
| – | – | 0.34% | 64 |
|
|
2020
Q2 | $566K | Buy |
4,738
+668
| +16% | +$77.9K | 0.35% | 58 |
|
|
2020
Q1 | $447K | Buy |
4,070
+12
| +0.3% | +$1.44K | 0.4% | 51 |
|
|
2019
Q4 | $506K | Hold |
4,058
| – | – | 0.42% | 45 |
|
|
2019
Q3 | $504K | Hold |
4,058
| – | – | 0.47% | 45 |
|
|
2019
Q2 | $444K | Hold |
4,058
| – | – | 0.44% | 49 |
|
|
2019
Q1 | $422K | Buy |
4,058
+35
| +0.9% | +$3.41K | 0.44% | 49 |
|
|
2018
Q4 | $369K | Buy |
+4,023
| New | +$360K | 0.45% | 48 |
|
Other funds holding PG
Xcel Wealth Management's PG Position: Q2 2026 in Review
Xcel Wealth Management sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 5,113 shares — an estimated $744K sold.
Xcel Wealth Management first reported a position in PG in Q4 2018 and held it in 30 quarters. The position peaked at $929K in Q1 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Xcel Wealth Management reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
- Xcel Wealth Management sold 5,113 Procter & Gamble shares in Q2 2026, an estimated $744K.
- Xcel Wealth Management first reported a position in Procter & Gamble in Q4 2018 and held it in 30 quarters.
- Xcel Wealth Management's Procter & Gamble position peaked at $929K in Q1 2024.
- 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.