AFS Financial Group’s Procter & Gamble PG Stock Holding History

AFS Financial Group’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
2024 Q1	–	Sell	-3,778	Closed	-$554K	–	44
2023 Q4	$554K	Sell	3,778 -7,262	-66%	-$1.08M	0.52%	30
2023 Q3	$1.61M	Buy	11,040 +225	+2%	+$34.4K	1.1%	18
2023 Q2	$1.64M	Buy	10,815 +418	+4%	+$63K	1.06%	20
2023 Q1	$1.55M	Buy	10,397 +88	+0.9%	+$12.6K	1.03%	22
2022 Q4	$1.56M	Buy	+10,309	New	+$1.45M	1.11%	19

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

Norges Bank Oslo, Norway $935B AUM

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

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

AFS Financial Group's PG Position: Q1 2024 in Review

AFS Financial Group sold out of Procter & Gamble (PG) in Q1 2024, closing a stake of 3,778 shares — an estimated $554K sold.

AFS Financial Group first reported a position in PG in Q4 2022 and held it in 5 quarters. The position peaked at $1.64M in Q2 2023. 3,648 funds tracked by Wall St. Rank hold PG as of Q1 2024.

AFS Financial Group reported no remaining Procter & Gamble position as of Q1 2024 after selling out during the quarter.
AFS Financial Group sold 3,778 Procter & Gamble shares in Q1 2024, an estimated $554K.
AFS Financial Group first reported a position in Procter & Gamble in Q4 2022 and held it in 5 quarters.
AFS Financial Group's Procter & Gamble position peaked at $1.64M in Q2 2023.
3,648 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.