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

BigSur 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
2023 Q4	–	Sell	-1,396	Closed	-$204K	–	121
2023 Q3	$204K	Sell	1,396 -53	-4%	-$8.1K	0.1%	102
2023 Q2	$220K	Hold	1,449	–	–	0.11%	106
2023 Q1	$215K	Hold	1,449	–	–	0.1%	112
2022 Q4	$220K	Buy	+1,449	New	+$203K	0.11%	106
2022 Q3	–	Sell	-1,434	Closed	-$206K	–	132
2022 Q2	$206K	Hold	1,434	–	–	0.1%	114
2022 Q1	$219K	Buy	1,434 +20	+1%	+$3.13K	0.09%	119
2021 Q4	$231K	Buy	+1,414	New	+$210K	0.09%	118
2021 Q1	–	Sell	-1,467	Closed	-$204K	–	133
2020 Q4	$204K	Sell	1,467 -81	-5%	-$11.3K	0.12%	98
2020 Q3	$215K	Buy	+1,548	New	+$206K	0.14%	87

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

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

BigSur Wealth Management's PG Position: Q4 2023 in Review

BigSur Wealth Management sold out of Procter & Gamble (PG) in Q4 2023, closing a stake of 1,396 shares — an estimated $204K sold.

BigSur Wealth Management first reported a position in PG in Q3 2020 and held it in 9 quarters. The position peaked at $231K in Q4 2021. 3,578 funds tracked by Wall St. Rank hold PG as of Q4 2023.

BigSur Wealth Management reported no remaining Procter & Gamble position as of Q4 2023 after selling out during the quarter.
BigSur Wealth Management sold 1,396 Procter & Gamble shares in Q4 2023, an estimated $204K.
BigSur Wealth Management first reported a position in Procter & Gamble in Q3 2020 and held it in 9 quarters.
BigSur Wealth Management's Procter & Gamble position peaked at $231K in Q4 2021.
3,578 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2023.

Based on BigSur Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.