PROCTER & GAMBLE ATLAS CAPITAL ADVISORS LLC holding in Form 13-F
ATLAS CAPITAL ADVISORS LLC reported holding of PG
This chart displays the historical ownership data of PG by ATLAS CAPITAL ADVISORS LLC. At the end of Q2 2018 the holding was valued at $12,044,195. This increased to $46,951,804 at the end of Q1 2025.
| Date | Holding Value |
|---|---|
| 12044195 | |
| 10004783 | |
| 11075992 | |
| 12758402 | |
| 13660019 | |
| 12370173 | |
| 12355442 | |
| 10707695 | |
| 11534609 | |
| 13329755 | |
| 13344140 | |
| 12927392 | |
| 12890189 | |
| 13355432 | |
| 15627193 | |
| 14606522 | |
| 41042040 | |
| 35976379 | |
| 42973537 | |
| 42159773 | |
| 42944001 | |
| 41236141 | |
| 41065404 | |
| 320025 | |
| 46193006 | |
| 341623 | |
| 46987168 | |
| 46951804 |
About PROCTER & GAMBLE COM NPV
Procter & Gamble provides a wide range of branded consumer goods across various categories. These products include items for beauty, grooming, health care, fabric and home care, and baby, feminine, and family care. The company operates in the consumer goods industry, serving markets globally in approximately 180 countries and territories.
Procter & Gamble generates revenue through the creation, manufacturing, marketing, and distribution of its consumer products. The company's primary customers are mass merchandisers, grocery stores, e-commerce platforms, and drug stores. A significant portion of sales comes from Walmart Inc., which accounts for about 16% of total sales, and the top ten customers collectively contribute to 42% of net sales.
Procter & Gamble operates with a structure that includes various product divisions and subsidiaries, focusing on innovation through research and development. Key factors impacting business performance include market competition, product differentiation through patents and trademarks, and efficient supply chain management utilizing third-party and in-house resources for raw and packaging materials.
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ATLAS CAPITAL ADVISORS LLC reported holdings of PG from Q2 2018 to Q1 2025
| Reporting period | Holding Type | Market Value | % of portfolio | Shares | Change in shares | % Change in shares |
|---|---|---|---|---|---|---|
| Q2 2018 | Stock | $12,044,195 | 4.28% | 150,496 | 0 | 0 |
| Q3 2018 | Stock | $10,004,783 | 3.34% | 120,496 | -30,000 | -19.93% |
| Q4 2018 | Stock | $11,075,992 | 4.44% | 120,496 | 0 | 0 |
| Q1 2019 | Stock | $12,758,402 | 4.6% | 122,618 | 2,122 | 1.76% |
| Q2 2019 | Stock | $13,660,019 | 4.49% | 124,578 | 1,960 | 1.6% |
| Q3 2019 | Stock | $12,370,173 | 3.72% | 99,454 | -25,124 | -20.17% |
| Q4 2019 | Stock | $12,355,442 | 3.08% | 98,922 | -532 | -0.53% |
| Q1 2020 | Stock | $10,707,695 | 3.19% | 97,343 | -1,579 | -1.6% |
| Q2 2020 | Stock | $11,534,609 | 2.71% | 96,467 | -876 | -0.9% |
| Q3 2020 | Stock | $13,329,755 | 3.16% | 95,904 | -563 | -0.58% |
| Q4 2020 | Stock | $13,344,140 | 2.81% | 95,904 | 0 | 0 |
| Q1 2021 | Stock | $12,927,392 | 2.51% | 95,454 | -450 | -0.47% |
| Q2 2021 | Stock | $12,890,189 | 2.16% | 95,532 | 78 | 0.08% |
| Q3 2021 | Stock | $13,355,432 | 2.14% | 95,532 | 0 | 0 |
| Q4 2021 | Stock | $15,627,193 | 2.33% | 95,532 | 0 | 0 |
| Q1 2022 | Stock | $14,606,522 | 2.27% | 95,592 | 60 | 0.06% |
| Q2 2022 | Stock | $41,042,040 | 6.95% | 285,430 | 189,838 | 198.59% |
| Q3 2022 | Stock | $35,976,379 | 6.55% | 284,961 | -469 | -0.16% |
| Q4 2022 | Stock | $42,973,537 | 7.22% | 283,541 | -1,420 | -0.5% |
| Q1 2023 | Stock | $42,159,773 | 6.63% | 283,541 | 0 | 0 |
| Q2 2023 | Stock | $42,944,001 | 6.51% | 283,010 | -531 | -0.19% |
| Q3 2023 | Stock | $41,236,141 | 6.79% | 282,710 | -300 | -0.11% |
| Q4 2023 | Stock | $41,065,404 | 5.95% | 280,233 | -2,477 | -0.88% |
| Q1 2024 | Stock | $320,025 | 0.05% | 1,972 | -278,261 | -99.3% |
| Q2 2024 | Stock | $46,193,006 | 6.0% | 280,093 | 278,121 | 14103.5% |
| Q3 2024 | Stock | $341,623 | 0.05% | 1,972 | -278,121 | -99.3% |
| Q4 2024 | Stock | $46,987,168 | 5.96% | 280,269 | 278,297 | 14112.42% |
| Q1 2025 | Stock | $46,951,804 | 5.87% | 275,506 | -4,763 | -1.7% |