Delap Wealth Advisory’s Procter & Gamble PG Stock Holding History

Delap Wealth Advisory’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
2025 Q1	–	Sell	-1,598	Closed	-$268K	–	81
2024 Q4	$268K	Buy	1,598 +431	+37%	+$73.4K	0.16%	65
2024 Q3	$202K	Sell	1,167 -243	-17%	-$41.3K	0.13%	62
2024 Q2	$232K	Sell	1,410 -2,275	-62%	-$372K	0.11%	98
2024 Q1	$598K	Sell	3,685 -17	-0.5%	-$2.67K	0.24%	61
2023 Q4	$542K	Buy	3,702 +2,316	+167%	+$343K	0.25%	48
2023 Q3	$202K	Sell	1,386 -1	-0.1%	-$153	0.2%	53
2023 Q2	$210K	Buy	1,387 +1	+0.1%	+$151	0.21%	46
2023 Q1	$206K	Sell	1,386 -202	-13%	-$28.9K	0.21%	51
2022 Q4	$241K	Buy	+1,588	New	+$223K	0.25%	58

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Delap Wealth Advisory's PG Position: Q1 2025 in Review

Delap Wealth Advisory sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 1,598 shares — an estimated $268K sold.

Delap Wealth Advisory first reported a position in PG in Q4 2022 and held it in 9 quarters. The position peaked at $598K in Q1 2024. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Delap Wealth Advisory reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
Delap Wealth Advisory sold 1,598 Procter & Gamble shares in Q1 2025, an estimated $268K.
Delap Wealth Advisory first reported a position in Procter & Gamble in Q4 2022 and held it in 9 quarters.
Delap Wealth Advisory's Procter & Gamble position peaked at $598K in Q1 2024.
4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Delap Wealth Advisory's 13F filing for Q1 2025, filed 8 May 2025.