EBWM
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Eagle Bluffs Wealth Management’s Procter & Gamble PG Stock Holding History

Eagle Bluffs 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
2025
Q3 		– Sell
-1,260
Closed -$201K – 78
2025
Q2 		$201K Hold
1,260
– – 0.1% 73
2025
Q1 		$215K Buy
+1,260
New +$211K 0.11% 73
2024
Q2 		– Sell
-3,071
Closed -$498K – 74
2024
Q1 		$498K Hold
3,071
– – 0.31% 54
2023
Q4 		$450K Sell
3,071
-35
-1% -$5.18K 0.31% 56
2023
Q3 		$453K Sell
3,106
-163
-5% -$24.9K 0.35% 52
2023
Q2 		$496K Buy
3,269
+70
+2% +$10.6K 0.38% 52
2023
Q1 		$476K Buy
+3,199
New +$457K 0.39% 51
2022
Q1 		– Sell
-5,897
Closed -$965K – 69
2021
Q4 		$965K Buy
+5,897
New +$876K 1.01% 32

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return