AMJ Financial Wealth Management’s Procter & Gamble PG Stock Holding History

AMJ Financial 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
2023 Q3	–	Sell	-1,448	Closed	-$220K	–	72
2023 Q2	$220K	Buy	+1,448	New	+$218K	0.1%	68
2022 Q3	–	Sell	-1,878	Closed	-$270K	–	60
2022 Q2	$270K	Buy	1,878 +15	+0.8%	+$2.25K	0.23%	46
2022 Q1	$285K	Buy	1,863 +13	+0.7%	+$2.03K	0.11%	72
2021 Q4	$303K	Hold	1,850	–	–	0.11%	75
2021 Q3	$259K	Sell	1,850 -35	-2%	-$4.96K	0.11%	82
2021 Q2	$254K	Buy	1,885 +35	+2%	+$4.74K	0.11%	85
2021 Q1	$251K	Sell	1,850 -19,954	-92%	-$2.6M	0.12%	76
2020 Q4	$3.03M	Sell	21,804 -48	-0.2%	-$6.71K	1.55%	30
2020 Q3	$3.04M	Buy	21,852 +31	+0.1%	+$4.12K	1.79%	30
2020 Q2	$2.61M	Buy	21,821 +9,051	+71%	+$1.06M	1.78%	30
2020 Q1	$1.41M	Sell	12,770 -17,881	-58%	-$2.15M	2.44%	12
2019 Q4	$3.83M	Buy	+30,651	New	+$3.75M	2.69%	17

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AMJ Financial Wealth Management's PG Position: Q3 2023 in Review

AMJ Financial Wealth Management sold out of Procter & Gamble (PG) in Q3 2023, closing a stake of 1,448 shares — an estimated $220K sold.

AMJ Financial Wealth Management first reported a position in PG in Q4 2019 and held it in 12 quarters. The position peaked at $3.83M in Q4 2019. 3,402 funds tracked by Wall St. Rank hold PG as of Q3 2023.

AMJ Financial Wealth Management reported no remaining Procter & Gamble position as of Q3 2023 after selling out during the quarter.
AMJ Financial Wealth Management sold 1,448 Procter & Gamble shares in Q3 2023, an estimated $220K.
AMJ Financial Wealth Management first reported a position in Procter & Gamble in Q4 2019 and held it in 12 quarters.
AMJ Financial Wealth Management's Procter & Gamble position peaked at $3.83M in Q4 2019.
3,402 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.