EnRich Financial Partners’s Procter & Gamble PG Stock Holding History

EnRich Financial Partners’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	-501	Closed	-$84K	–	172
2024 Q4	$84K	Hold	501	–	–	0.03%	83
2024 Q3	$86.7K	Buy	501 +1	+0.2%	+$170	0.03%	79
2024 Q2	$82.5K	Hold	500	–	–	0.03%	80
2024 Q1	$81.2K	Buy	+500	New	+$78.4K	0.03%	76

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

EnRich Financial Partners's PG Position: Q1 2025 in Review

EnRich Financial Partners sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 501 shares — an estimated $84K sold.

EnRich Financial Partners first reported a position in PG in Q1 2024 and held it in 4 quarters. The position peaked at $86.7K in Q3 2024. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

EnRich Financial Partners reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
EnRich Financial Partners sold 501 Procter & Gamble shares in Q1 2025, an estimated $84K.
EnRich Financial Partners first reported a position in Procter & Gamble in Q1 2024 and held it in 4 quarters.
EnRich Financial Partners's Procter & Gamble position peaked at $86.7K in Q3 2024.
4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.