Bickling Financial Services’s Procter & Gamble PG Stock Holding History

Bickling Financial Services’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
2022 Q4	$978K	Buy	6,452 +5	+0.1%	+$701	0.61%	32
2022 Q3	$814K	Sell	6,447 -836	-11%	-$119K	0.55%	41
2022 Q2	$1.05M	Buy	7,283 +15	+0.2%	+$2.25K	0.66%	34
2022 Q1	$1.11M	Buy	7,268 +23	+0.3%	+$3.6K	0.57%	37
2021 Q4	$1.19M	Buy	7,245 +403	+6%	+$59.8K	0.57%	35
2021 Q3	$957K	Sell	6,842 -134	-2%	-$19K	0.49%	38
2021 Q2	$941K	Buy	6,976 +1,762	+34%	+$238K	0.43%	42
2021 Q1	$706K	Buy	5,214 +11	+0.2%	+$1.44K	0.36%	53
2020 Q4	$724K	Buy	+5,203	New	+$727K	0.45%	44

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bickling Financial Services's PG Position: Q4 2022 in Review

Bickling Financial Services increased its Procter & Gamble (PG) stake by 0.08% in Q4 2022, buying an estimated $701 and bringing the position to 6,452 shares worth $978K. The position accounts for 0.61% of the portfolio, ranked #32.

Bickling Financial Services first reported a position in PG in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2021. 3,399 funds tracked by Wall St. Rank hold PG as of Q4 2022.

Bickling Financial Services held 6,452 shares of Procter & Gamble worth $978K as of Q4 2022.
Bickling Financial Services bought 5 Procter & Gamble shares in Q4 2022, an estimated $701.
Procter & Gamble made up 0.61% of Bickling Financial Services's portfolio in Q4 2022, its #32 holding.
Bickling Financial Services first reported a position in Procter & Gamble in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Procter & Gamble position peaked at $1.19M in Q4 2021.
3,399 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.