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AJ Wealth Strategies’s Procter & Gamble PG Stock Holding History

AJ Wealth Strategies’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
Q2 		$294K Buy
1,939
+247
+15% +$37.2K 0.01% 237
2023
Q1 		$252K Buy
1,692
+20
+1% +$2.86K 0.01% 251
2022
Q4 		$253K Buy
1,672
+2
+0.1% +$280 0.01% 251
2022
Q3 		$211K Buy
1,670
+3
+0.2% +$426 0.01% 275
2022
Q2 		$240K Buy
1,667
+185
+12% +$27.8K 0.01% 256
2022
Q1 		$226K Hold
1,482
– – 0.01% 285
2021
Q4 		$242K Hold
1,482
– – 0.01% 267
2021
Q3 		$207K Buy
+1,482
New +$210K 0.01% 268

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AJ Wealth Strategies's PG Position: Q2 2023 in Review

AJ Wealth Strategies increased its Procter & Gamble (PG) stake by 15% in Q2 2023, buying an estimated $37.2K and bringing the position to 1,939 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #237.

AJ Wealth Strategies first reported a position in PG in Q3 2021 and has held it in 8 quarters since. 3,410 funds tracked by Wall St. Rank hold PG as of Q2 2023.

  • AJ Wealth Strategies held 1,939 shares of Procter & Gamble worth $294K as of Q2 2023.
  • AJ Wealth Strategies bought 247 Procter & Gamble shares in Q2 2023, an estimated $37.2K.
  • Procter & Gamble made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #237 holding.
  • AJ Wealth Strategies first reported a position in Procter & Gamble in Q3 2021 and has held it in 8 quarters since.
  • 3,410 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.