Bensler’s Procter & Gamble PG Stock Holding History

Bensler’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 Q3	–	Sell	-1,293	Closed	-$206K	–	187
2025 Q2	$206K	Sell	1,293 -139	-10%	-$22.7K	0.02%	165
2025 Q1	$244K	Sell	1,432 -14	-1%	-$2.35K	0.03%	143
2024 Q4	$242K	Buy	1,446 +135	+10%	+$23K	0.03%	152
2024 Q3	$227K	Sell	1,311 -31	-2%	-$5.26K	0.03%	154
2024 Q2	$221K	Sell	1,342 -71	-5%	-$11.6K	0.03%	152
2024 Q1	$229K	Sell	1,413 -35	-2%	-$5.49K	0.03%	141
2023 Q4	$212K	Buy	1,448 +45	+3%	+$6.67K	0.04%	149
2023 Q3	$205K	Sell	1,403 -238	-15%	-$36.4K	0.04%	147
2023 Q2	$249K	Buy	1,641 +5	+0.3%	+$754	0.05%	137
2023 Q1	$243K	Sell	1,636 -227	-12%	-$32.4K	0.05%	136
2022 Q4	$282K	Buy	1,863 +23	+1%	+$3.22K	0.06%	125
2022 Q3	$232K	Buy	1,840 +7	+0.4%	+$994	0.06%	136
2022 Q2	$264K	Buy	1,833 +6	+0.3%	+$902	0.06%	129
2022 Q1	$279K	Buy	+1,827	New	+$286K	0.06%	132

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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

T. Rowe Price Associates

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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