4J Wealth Management’s Procter & Gamble PG Stock Holding History

4J 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
2023 Q3	–	Sell	-1,338	Closed	-$203K	–	87
2023 Q2	$203K	Buy	+1,338	New	+$202K	0.2%	84
2022 Q2	–	Sell	-1,346	Closed	-$206K	–	80
2022 Q1	$206K	Hold	1,346	–	–	0.18%	75
2021 Q4	$220K	Buy	+1,346	New	+$200K	0.19%	71

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

4J Wealth Management's PG Position: Q3 2023 in Review

4J Wealth Management sold out of Procter & Gamble (PG) in Q3 2023, closing a stake of 1,338 shares — an estimated $203K sold.

4J Wealth Management first reported a position in PG in Q4 2021 and held it in 3 quarters. The position peaked at $220K in Q4 2021. 3,402 funds tracked by Wall St. Rank hold PG as of Q3 2023.

4J Wealth Management reported no remaining Procter & Gamble position as of Q3 2023 after selling out during the quarter.
4J Wealth Management sold 1,338 Procter & Gamble shares in Q3 2023, an estimated $203K.
4J Wealth Management first reported a position in Procter & Gamble in Q4 2021 and held it in 3 quarters.
4J Wealth Management's Procter & Gamble position peaked at $220K in Q4 2021.
3,402 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.

Based on 4J Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.