Capital Directions Investment Advisors’s Procter & Gamble PG Stock Holding History

Capital Directions Investment 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
2022 Q2	–	Sell	-80	Closed	-$12K	–	272
2022 Q1	$12K	Buy	+80	New	+$12.5K	﹤0.01%	225
2021 Q4	–	Sell	-191	Closed	-$27K	–	171
2021 Q3	$27K	Buy	+191	New	+$27.1K	0.01%	176
2021 Q1	–	Sell	-1,141	Closed	-$159K	–	295
2020 Q4	$159K	Hold	1,141	–	–	0.05%	65
2020 Q3	$159K	Buy	1,141 +688	+152%	+$91.3K	0.06%	61
2020 Q2	$54K	Hold	453	–	–	0.02%	105
2020 Q1	$50K	Sell	453 -125	-22%	-$15K	0.02%	103
2019 Q4	$72K	Hold	578	–	–	0.02%	112
2019 Q3	$72K	Buy	+578	New	+$68.3K	0.02%	104
2018 Q3	–	Sell	-1,708	Closed	-$133K	–	211
2018 Q2	$133K	Buy	+1,708	New	+$129K	0.06%	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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Directions Investment Advisors's PG Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of Procter & Gamble (PG) in Q2 2022, closing a stake of 80 shares — an estimated $12K sold.

Capital Directions Investment Advisors first reported a position in PG in Q2 2018 and held it in 9 quarters. The position peaked at $159K in Q4 2020. 3,255 funds tracked by Wall St. Rank hold PG as of Q2 2022.

Capital Directions Investment Advisors reported no remaining Procter & Gamble position as of Q2 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 80 Procter & Gamble shares in Q2 2022, an estimated $12K.
Capital Directions Investment Advisors first reported a position in Procter & Gamble in Q2 2018 and held it in 9 quarters.
Capital Directions Investment Advisors's Procter & Gamble position peaked at $159K in Q4 2020.
3,255 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.