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

Dechtman 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	$810K	Buy	4,833 +10	+0.2%	+$1.7K	0.16%	22
2024 Q3	$835K	Sell	4,823 -63	-1%	-$10.7K	0.17%	26
2024 Q2	$806K	Sell	4,886 -790	-14%	-$129K	0.18%	24
2024 Q1	$921K	Buy	5,676 +14	+0.2%	+$2.2K	0.21%	25
2023 Q4	$829K	Buy	5,662 +32	+0.6%	+$4.74K	0.22%	21
2023 Q3	$821K	Buy	5,630 +15	+0.3%	+$2.29K	0.24%	19
2023 Q2	$852K	Buy	+5,615	New	+$846K	0.25%	17

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

Norges Bank Oslo, Norway $1T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Dechtman Wealth Management increased its Procter & Gamble (PG) stake by 0.21% in Q4 2024, buying an estimated $1.7K and bringing the position to 4,833 shares worth $810K. The position accounts for 0.16% of the portfolio, ranked #22.

Dechtman Wealth Management first reported a position in PG in Q2 2023 and has held it in 7 quarters since. The position peaked at $921K in Q1 2024. 4,012 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Dechtman Wealth Management held 4,833 shares of Procter & Gamble worth $810K as of Q4 2024.
Dechtman Wealth Management bought 10 Procter & Gamble shares in Q4 2024, an estimated $1.7K.
Procter & Gamble made up 0.16% of Dechtman Wealth Management's portfolio in Q4 2024, its #22 holding.
Dechtman Wealth Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 7 quarters since.
Dechtman Wealth Management's Procter & Gamble position peaked at $921K in Q1 2024.
4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.