EWM
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Executive Wealth Management’s Procter & Gamble PG Stock Holding History

Executive 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 		$9.07M Buy
54,103
+296
+0.6% +$50.4K 0.71% 40
2024
Q3 		$9.32M Buy
+53,807
New +$9.13M 0.73% 40
2024
Q2 		– Sell
-54,030
Closed -$8.68M – 216
2024
Q1 		$8.68M Sell
54,030
-180
-0.3% -$28.2K 0.76% 41
2023
Q4 		$7.94M Buy
54,210
+79
+0.1% +$11.7K 0.75% 47
2023
Q3 		$7.9M Buy
54,131
+1,344
+3% +$205K 0.82% 42
2023
Q2 		$8.01M Buy
52,787
+1,183
+2% +$178K 0.83% 37
2023
Q1 		$7.67M Sell
51,604
-4,219
-8% -$603K 0.85% 34
2022
Q4 		$8.46M Buy
55,823
+49,123
+733% +$6.89M 1.04% 25
2022
Q3 		$6.7K Sell
6,700
-44,969
-87% -$6.39M 0.93% 26
2022
Q2 		$7.43M Sell
51,669
-810
-2% -$122K 1% 26
2022
Q1 		$8.02M Buy
52,479
+288
+0.6% +$45.1K 0.87% 33
2021
Q4 		$8.54M Buy
52,191
+1,889
+4% +$280K 0.85% 33
2021
Q3 		$7.03M Sell
50,302
-54
-0.1% -$7.65K 0.78% 35
2021
Q2 		$6.79M Buy
50,356
+3,619
+8% +$490K 0.74% 40
2021
Q1 		$6.33M Buy
46,737
+1,586
+4% +$207K 0.74% 31
2020
Q4 		$6.28M Buy
45,151
+4,482
+11% +$626K 0.77% 27
2020
Q3 		$5.65M Buy
40,669
+2,025
+5% +$269K 0.78% 26
2020
Q2 		$4.62M Sell
38,644
-313
-0.8% -$36.5K 0.69% 27
2020
Q1 		$4.29M Sell
38,957
-3,856
-9% -$463K 0.76% 23
2019
Q4 		$5.35M Buy
42,813
+923
+2% +$113K 0.73% 30
2019
Q3 		$5.21M Buy
41,890
+2,801
+7% +$331K 0.79% 28
2019
Q2 		$4.29M Buy
39,089
+2,134
+6% +$227K 0.61% 31
2019
Q1 		$3.85M Sell
36,955
-5,469
-13% -$532K 0.69% 27
2018
Q4 		$3.9M Buy
+42,424
New +$3.79M 0.69% 23

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Executive Wealth Management increased its Procter & Gamble (PG) stake by 0.55% in Q4 2024, buying an estimated $50.4K and bringing the position to 54,103 shares worth $9.07M. The position accounts for 0.71% of the portfolio, ranked #40.

Executive Wealth Management first reported a position in PG in Q4 2018 and has held it in 24 quarters since. The position peaked at $9.32M in Q3 2024. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Executive Wealth Management held 54,103 shares of Procter & Gamble worth $9.07M as of Q4 2024.
  • Executive Wealth Management bought 296 Procter & Gamble shares in Q4 2024, an estimated $50.4K.
  • Procter & Gamble made up 0.71% of Executive Wealth Management's portfolio in Q4 2024, its #40 holding.
  • Executive Wealth Management first reported a position in Procter & Gamble in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Procter & Gamble position peaked at $9.32M in Q3 2024.
  • 4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

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