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BDO Wealth Advisors’s Procter & Gamble PG Stock Holding History

BDO Wealth Advisors’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
Q2 		$1.06M Buy
7,011
+422
+6% +$63.6K 0.12% 126
2023
Q1 		$980K Sell
6,589
-544
-8% -$77.8K 0.12% 127
2022
Q4 		$1.08M Sell
7,133
-194
-3% -$27.2K 0.13% 128
2022
Q3 		$925K Buy
7,327
+176
+2% +$25K 0.12% 125
2022
Q2 		$1.03M Sell
7,151
-109
-2% -$16.4K 0.13% 123
2022
Q1 		$1.11M Sell
7,260
-20
-0.3% -$3.13K 0.12% 123
2021
Q4 		$1.19M Buy
7,280
+239
+3% +$35.5K 0.13% 126
2021
Q3 		$984K Hold
7,041
– – 0.11% 133
2021
Q2 		$950K Buy
7,041
+90
+1% +$12.2K 0.11% 131
2021
Q1 		$941K Sell
6,951
-40
-0.6% -$5.22K 0.11% 133
2020
Q4 		$973K Buy
6,991
+85
+1% +$11.9K 0.14% 107
2020
Q3 		$960K Buy
6,906
+140
+2% +$18.6K 0.16% 97
2020
Q2 		$809K Sell
6,766
-1,073
-14% -$125K 0.14% 106
2020
Q1 		$862K Buy
7,839
+861
+12% +$103K 0.17% 91
2019
Q4 		$871K Sell
6,978
-71
-1% -$8.69K 0.22% 81
2019
Q3 		$877K Buy
7,049
+220
+3% +$26K 0.22% 84
2019
Q2 		$749K Buy
6,829
+193
+3% +$20.6K 0.2% 92
2019
Q1 		$690K Sell
6,636
-94
-1% -$9.15K 0.2% 91
2018
Q4 		$619K Sell
6,730
-1,521
-18% -$136K 0.21% 87
2018
Q3 		$687K Sell
8,251
-987
-11% -$80.7K 0.22% 85
2018
Q2 		$721K Buy
9,238
+4,195
+83% +$316K 0.25% 76
2018
Q1 		$400K Sell
5,043
-1,429
-22% -$119K 0.15% 96
2017
Q4 		$595K Buy
6,472
+265
+4% +$23.8K 0.27% 71
2017
Q3 		$565K Sell
6,207
-1,759
-22% -$160K 0.28% 63
2017
Q2 		$694K Buy
+7,966
New +$702K 0.3% 60

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BDO Wealth Advisors's PG Position: Q2 2023 in Review

BDO Wealth Advisors increased its Procter & Gamble (PG) stake by 6.4% in Q2 2023, buying an estimated $63.6K and bringing the position to 7,011 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #126.

BDO Wealth Advisors first reported a position in PG in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.19M in Q4 2021. 3,409 funds tracked by Wall St. Rank hold PG as of Q2 2023.

  • BDO Wealth Advisors held 7,011 shares of Procter & Gamble worth $1.06M as of Q2 2023.
  • BDO Wealth Advisors bought 422 Procter & Gamble shares in Q2 2023, an estimated $63.6K.
  • Procter & Gamble made up 0.12% of BDO Wealth Advisors's portfolio in Q2 2023, its #126 holding.
  • BDO Wealth Advisors first reported a position in Procter & Gamble in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Procter & Gamble position peaked at $1.19M in Q4 2021.
  • 3,409 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.