Acima Private Wealth’s Procter & Gamble PG Stock Holding History

Acima Private Wealth’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
2026 Q2	$866K	Hold	5,907	–	–	0.25%	56
2026 Q1	$853K	Hold	5,907	–	–	0.27%	54
2025 Q4	$847K	Hold	5,907	–	–	0.26%	55
2025 Q3	$908K	Hold	5,907	–	–	0.28%	53
2025 Q2	$941K	Hold	5,907	–	–	0.32%	49
2025 Q1	$1.01M	Sell	5,907 -1,000	-14%	-$167K	0.36%	47
2024 Q4	$1.16M	Hold	6,907	–	–	0.39%	49
2024 Q3	$1.2M	Hold	6,907	–	–	0.4%	50
2024 Q2	$1.14M	Sell	6,907 -1,125	-14%	-$184K	0.42%	46
2024 Q1	$1.3M	Sell	8,032 -360	-4%	-$56.5K	0.48%	46
2023 Q4	$1.23M	Hold	8,392	–	–	0.48%	49
2023 Q3	$1.22M	Hold	8,392	–	–	0.54%	45
2023 Q2	$1.27M	Sell	8,392 -32	-0.4%	-$4.82K	0.61%	44
2023 Q1	$1.25M	Buy	8,424 +60	+0.7%	+$8.58K	0.62%	42
2022 Q4	$1.27M	Hold	8,364	–	–	0.65%	39
2022 Q3	$1.06M	Hold	8,364	–	–	0.54%	48
2022 Q2	$1.2M	Hold	8,364	–	–	0.6%	45
2022 Q1	$1.28M	Hold	8,364	–	–	0.59%	48
2021 Q4	$1.37M	Hold	8,364	–	–	0.59%	49
2021 Q3	$1.17M	Hold	8,364	–	–	0.54%	52
2021 Q2	$1.13M	Hold	8,364	–	–	0.52%	51
2021 Q1	$1.13M	Hold	8,364	–	–	0.56%	51
2020 Q4	$1.16M	Hold	8,364	–	–	0.6%	51
2020 Q3	$1.16M	Hold	8,364	–	–	0.7%	43
2020 Q2	$1M	Hold	8,364	–	–	0.65%	44
2020 Q1	$920K	Sell	8,364 -42	-0.5%	-$5.04K	0.71%	35
2019 Q4	$1.05M	Buy	8,406 +167	+2%	+$20.4K	0.73%	35
2019 Q3	$1.02M	Hold	8,239	–	–	0.78%	31
2019 Q2	$903K	Hold	8,239	–	–	0.71%	33
2019 Q1	$857K	Buy	8,239 +300	+4%	+$29.2K	0.73%	33
2018 Q4	$730K	Buy	+7,939	New	+$710K	0.72%	32

Other funds holding PG

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return