Arrien Investments’s Procter & Gamble PG Stock Holding History

Arrien Investments’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 Q4	–	Sell	-1,167	Closed	-$202K	–	39
2024 Q3	$202K	Sell	1,167 -185	-14%	-$31.4K	0.15%	37
2024 Q2	$223K	Hold	1,352	–	–	0.17%	36
2024 Q1	$219K	Buy	+1,352	New	+$212K	0.17%	37
2023 Q3	–	Sell	-1,335	Closed	-$203K	–	38
2023 Q2	$203K	Buy	+1,335	New	+$201K	0.17%	38

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

Norges Bank Oslo, Norway $935B AUM

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Arrien Investments's PG Position: Q4 2024 in Review

Arrien Investments sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 1,167 shares — an estimated $202K sold.

Arrien Investments first reported a position in PG in Q2 2023 and held it in 4 quarters. The position peaked at $223K in Q2 2024. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Arrien Investments reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
Arrien Investments sold 1,167 Procter & Gamble shares in Q4 2024, an estimated $202K.
Arrien Investments first reported a position in Procter & Gamble in Q2 2023 and held it in 4 quarters.
Arrien Investments's Procter & Gamble position peaked at $223K in Q2 2024.
4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Arrien Investments's 13F filing for Q4 2024, filed 10 Feb 2025.