Adams Chetwood Wealth Management’s Procter & Gamble PG Stock Holding History

Adams Chetwood 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
2022 Q1	$1.49M	Buy	9,731 +15	+0.2%	+$2.35K	0.84%	24
2021 Q4	$1.59M	Buy	9,716 +4	+0%	+$594	1.08%	23
2021 Q3	$1.36M	Buy	9,712 +79	+0.8%	+$11.2K	0.98%	24
2021 Q2	$1.3M	Sell	9,633 -47	-0.5%	-$6.36K	0.92%	25
2021 Q1	$1.31M	Buy	9,680 +80	+0.8%	+$10.4K	1%	21
2020 Q4	$1.34M	Buy	9,600 +403	+4%	+$56.3K	1.11%	19
2020 Q3	$1.28M	Sell	9,197 -227	-2%	-$30.1K	1.23%	17
2020 Q2	$1.13M	Buy	9,424 +4	+0%	+$466	1.15%	18
2020 Q1	$1.09M	Sell	9,420 -173	-2%	-$20.8K	1.28%	13
2019 Q4	$1.2M	Buy	+9,593	New	+$1.17M	1.23%	13

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adams Chetwood Wealth Management's PG Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Procter & Gamble (PG) stake by 0.15% in Q1 2022, buying an estimated $2.35K and bringing the position to 9,731 shares worth $1.49M. The position accounts for 0.84% of the portfolio, ranked #24.

Adams Chetwood Wealth Management first reported a position in PG in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2021. 3,290 funds tracked by Wall St. Rank hold PG as of Q1 2022.

Adams Chetwood Wealth Management held 9,731 shares of Procter & Gamble worth $1.49M as of Q1 2022.
Adams Chetwood Wealth Management bought 15 Procter & Gamble shares in Q1 2022, an estimated $2.35K.
Procter & Gamble made up 0.84% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #24 holding.
Adams Chetwood Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's Procter & Gamble position peaked at $1.59M in Q4 2021.
3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.