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Livermore
Livermore
ZHEN

Primoris Wealth Advisors, LLC

SEC CIK
0001909619
Latest filing
Jul 29, 2026

PG holding history

Procter & Gamble Co in every 13F filed by Primoris Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PG overviewAll 13F holders of PGFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of PG by Primoris Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,390−100.0%Sold outHolders
Q4 20241,390$233.0K0.2%−101−6.8%ReducedHolders
Q3 20241,491$301.5K0.2%−192−11.4%ReducedHolders
Q2 20241,683$277.6K0.2%−1,113−39.8%ReducedHolders
Q1 20242,796$453.6K0.4%+80+2.9%AddedHolders
Q4 20232,716$398.0K0.4%+495+22.3%AddedHolders
Q3 20232,221$324.0K0.4%−43−1.9%ReducedHolders
Q2 20232,264$343.5K0.4%+7+0.3%AddedHolders
Q1 20232,257$335.6K0.4%+13+0.6%AddedHolders
Q4 20222,244$340.1K0.5%00.0%UnchangedHolders
Q3 20222,244$283.0K0.5%−74−3.2%ReducedHolders
Q2 20222,318$334.0K0.5%+94+4.2%AddedHolders
Q1 20222,224$340.0K0.3%00.0%UnchangedHolders
Q4 20212,224$364.0K0.3%–No prior filingHolders