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

Campbell 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
2024 Q4	$436K	Buy	2,599 +1,062	+69%	+$181K	0.04%	53
2024 Q3	$266K	Buy	+1,537	New	+$261K	0.02%	58
2024 Q2	–	Sell	-3,170	Closed	-$514K	–	80
2024 Q1	$514K	Buy	3,170 +1,182	+59%	+$185K	0.05%	42
2023 Q4	$291K	Buy	1,988 +231	+13%	+$34.2K	0.03%	49
2023 Q3	$256K	Buy	1,757 +141	+9%	+$21.5K	0.03%	59
2023 Q2	$245K	Buy	1,616 +96	+6%	+$14.5K	0.03%	57
2023 Q1	$226K	Buy	1,520 +169	+13%	+$24.2K	0.03%	65
2022 Q4	$205K	Buy	+1,351	New	+$189K	0.03%	70
2022 Q2	–	Sell	-1,418	Closed	-$217K	–	71
2022 Q1	$217K	Buy	1,418 +100	+8%	+$15.6K	0.03%	75
2021 Q4	$216K	Buy	+1,318	New	+$196K	0.02%	75
2020 Q3	–	Sell	-1,071	Closed	-$128K	–	271
2020 Q2	$128K	Buy	+1,071	New	+$125K	0.02%	78

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

Norges Bank Oslo, Norway $935B AUM

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Campbell Wealth Management's PG Position: Q4 2024 in Review

Campbell Wealth Management increased its Procter & Gamble (PG) stake by 69% in Q4 2024, buying an estimated $181K and bringing the position to 2,599 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #53.

Campbell Wealth Management first reported a position in PG in Q2 2020 and has held it in 11 quarters since. The position peaked at $514K in Q1 2024. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Campbell Wealth Management held 2,599 shares of Procter & Gamble worth $436K as of Q4 2024.
Campbell Wealth Management bought 1,062 Procter & Gamble shares in Q4 2024, an estimated $181K.
Procter & Gamble made up 0.04% of Campbell Wealth Management's portfolio in Q4 2024, its #53 holding.
Campbell Wealth Management first reported a position in Procter & Gamble in Q2 2020 and has held it in 11 quarters since.
Campbell Wealth Management's Procter & Gamble position peaked at $514K in Q1 2024.
4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.