DWM
PG icon

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

Dopkins 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
2026
Q2 		$585K Buy
3,986
+753
+23% +$110K 0.21% 54
2026
Q1 		$467K Buy
3,233
+352
+12% +$53.4K 0.19% 55
2025
Q4 		$413K Hold
2,881
– – 0.17% 55
2025
Q3 		$443K Hold
2,881
– – 0.19% 54
2025
Q2 		$459K Hold
2,881
– – 0.21% 55
2025
Q1 		$491K Hold
2,881
– – 0.25% 52
2024
Q4 		$483K Buy
2,881
+400
+16% +$68.1K 0.25% 56
2024
Q3 		$430K Sell
2,481
-2,102
-46% -$357K 0.35% 30
2024
Q2 		$756K Buy
4,583
+102
+2% +$16.7K 0.46% 30
2024
Q1 		$727K Buy
+4,481
New +$703K 0.44% 30
2023
Q4 		– Sell
-4,408
Closed -$643K – 53
2023
Q3 		$643K Buy
+4,408
New +$673K 0.49% 26

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return