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Aspetuck Financial Management’s Procter & Gamble PG Stock Holding History

Aspetuck Financial 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
2025
Q1 		– Sell
-200
Closed -$33.5K – 149
2024
Q4 		$33.5K Buy
+200
New +$34.1K 0.03% 118

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aspetuck Financial Management's PG Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 200 shares — an estimated $33.5K sold.

Aspetuck Financial Management first reported a position in PG in Q4 2024 and held it in 1 quarter. The position peaked at $33.5K in Q4 2024. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 200 Procter & Gamble shares in Q1 2025, an estimated $33.5K.
  • Aspetuck Financial Management first reported a position in Procter & Gamble in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Procter & Gamble position peaked at $33.5K in Q4 2024.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.