Bromfield Sneider Wealth Advisors’s Procter & Gamble PG Stock Holding History

Bromfield Sneider 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
2024 Q1	$83.6K	Hold	515	–	–	0.05%	58
2023 Q4	$75.5K	Hold	515	–	–	0.05%	57
2023 Q3	$75.1K	Hold	515	–	–	0.06%	54
2023 Q2	$78.1K	Hold	515	–	–	0.06%	55
2023 Q1	$76.6K	Hold	515	–	–	0.06%	53
2022 Q4	$78.1K	Hold	515	–	–	0.07%	51
2022 Q3	$65K	Hold	515	–	–	0.08%	50
2022 Q2	$74K	Sell	515 -495	-49%	-$74.4K	0.09%	49
2022 Q1	$154K	Buy	+1,010	New	+$158K	0.16%	37

Other funds holding PG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's PG Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Procter & Gamble (PG) position steady in Q1 2024 at 515 shares worth $83.6K. The position accounts for 0.05% of the portfolio, ranked #58.

Bromfield Sneider Wealth Advisors first reported a position in PG in Q1 2022 and has held it in 9 quarters since. The position peaked at $154K in Q1 2022. 3,657 funds tracked by Wall St. Rank hold PG as of Q1 2024.

Bromfield Sneider Wealth Advisors held 515 shares of Procter & Gamble worth $83.6K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Procter & Gamble share count unchanged in Q1 2024.
Procter & Gamble made up 0.05% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #58 holding.
Bromfield Sneider Wealth Advisors first reported a position in Procter & Gamble in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Procter & Gamble position peaked at $154K in Q1 2022.
3,657 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.