BCWM
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Blue Chip Wealth Management’s Procter & Gamble PG Stock Holding History

Blue Chip 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
2020
Q3 		$348K Buy
2,502
+1
+0% +$133 0.27% 71
2020
Q2 		$299K Buy
2,501
+2
+0.1% +$233 0.28% 73
2020
Q1 		$275K Buy
2,499
+116
+5% +$13.9K 0.34% 67
2019
Q4 		$298K Buy
2,383
+15
+0.6% +$1.83K 0.28% 78
2019
Q3 		$295K Buy
2,368
+76
+3% +$8.98K 0.31% 73
2019
Q2 		$251K Sell
2,292
-4
-0.2% -$426 0.26% 84
2019
Q1 		$239K Buy
2,296
+2
+0.1% +$195 0.27% 82
2018
Q4 		$211K Buy
+2,294
New +$205K 0.28% 81
2018
Q3 		– Sell
-3,094
Closed -$242K – 104
2018
Q2 		$242K Sell
3,094
-810
-21% -$61K 0.26% 91
2018
Q1 		$310K Buy
+3,904
New +$325K 0.32% 71

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM