Aspire Wealth Management’s Procter & Gamble PG Stock Holding History

Aspire 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
2024 Q3	$701K	Buy	4,046 +6	+0.1%	+$1.02K	0.38%	52
2024 Q2	$666K	Buy	4,040 +6	+0.1%	+$981	0.38%	52
2024 Q1	$654K	Buy	4,034 +2	+0%	+$314	0.4%	52
2023 Q4	$591K	Buy	4,032 +6	+0.1%	+$889	0.4%	49
2023 Q3	$587K	Buy	4,026 +6	+0.1%	+$916	0.45%	46
2023 Q2	$610K	Buy	4,020 +7	+0.2%	+$1.05K	0.46%	48
2023 Q1	$597K	Buy	4,013 +3	+0.1%	+$429	0.48%	50
2022 Q4	$608K	Buy	4,010 +6	+0.1%	+$841	0.53%	39
2022 Q3	$505K	Buy	4,004 +6	+0.2%	+$852	0.48%	44
2022 Q2	$575K	Buy	3,998 +7	+0.2%	+$1.05K	0.53%	40
2022 Q1	$610K	Buy	3,991 +7	+0.2%	+$1.09K	0.48%	42
2021 Q4	$652K	Buy	+3,984	New	+$592K	0.53%	42

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Aspire Wealth Management's PG Position: Q3 2024 in Review

Aspire Wealth Management increased its Procter & Gamble (PG) stake by 0.15% in Q3 2024, buying an estimated $1.02K and bringing the position to 4,046 shares worth $701K. The position accounts for 0.38% of the portfolio, ranked #52.

Aspire Wealth Management first reported a position in PG in Q4 2021 and has held it in 12 quarters since. 3,718 funds tracked by Wall St. Rank hold PG as of Q3 2024.

Aspire Wealth Management held 4,046 shares of Procter & Gamble worth $701K as of Q3 2024.
Aspire Wealth Management bought 6 Procter & Gamble shares in Q3 2024, an estimated $1.02K.
Procter & Gamble made up 0.38% of Aspire Wealth Management's portfolio in Q3 2024, its #52 holding.
Aspire Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 12 quarters since.
3,718 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.