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American Planning Services’s Procter & Gamble PG Stock Holding History

American Planning Services’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
Q3 		$1.6M Buy
9,255
+240
+3% +$40.7K 1.27% 19
2024
Q2 		$1.49M Buy
9,015
+7,736
+605% +$1.26M 1.05% 20
2024
Q1 		$208K Buy
+1,279
New +$201K 0.15% 49
2023
Q4 		– Sell
-1,545
Closed -$225K – 45
2023
Q3 		$225K Sell
1,545
-1,000
-39% -$153K 0.15% 32
2023
Q2 		$386K Hold
2,545
– – 0.25% 21
2023
Q1 		$378K Hold
2,545
– – 0.26% 19
2022
Q4 		$386K Buy
2,545
+2,543
+127,150% +$356K 0.39% 14
2022
Q3 		$321 Sell
2
-2,543
-100% -$361K 0.4% 17
2022
Q2 		$365K Sell
2,545
-64
-2% -$9.62K 0.41% 16
2022
Q1 		$399K Buy
2,609
+1,266
+94% +$198K 0.43% 17
2021
Q4 		$220K Buy
+1,343
New +$199K 0.19% 24

Other funds holding PG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Planning Services's PG Position: Q3 2024 in Review

American Planning Services increased its Procter & Gamble (PG) stake by 2.7% in Q3 2024, buying an estimated $40.7K and bringing the position to 9,255 shares worth $1.6M. The position accounts for 1.27% of the portfolio, ranked #19.

American Planning Services first reported a position in PG in Q4 2021 and has held it in 11 quarters since. 3,726 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • American Planning Services held 9,255 shares of Procter & Gamble worth $1.6M as of Q3 2024.
  • American Planning Services bought 240 Procter & Gamble shares in Q3 2024, an estimated $40.7K.
  • Procter & Gamble made up 1.27% of American Planning Services's portfolio in Q3 2024, its #19 holding.
  • American Planning Services first reported a position in Procter & Gamble in Q4 2021 and has held it in 11 quarters since.
  • 3,726 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.