FWP
PG icon

Falcon Wealth Planning’s Procter & Gamble PG Stock Holding History

Falcon Wealth Planning’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 		$478K Buy
3,260
+366
+13% +$53.3K 0.03% 148
2026
Q1 		$418K Sell
2,894
-512
-15% -$77.6K 0.03% 145
2025
Q4 		$488K Buy
3,406
+589
+21% +$86.8K 0.04% 121
2025
Q3 		$433K Buy
2,817
+176
+7% +$27.5K 0.04% 121
2025
Q2 		$421K Sell
2,641
-485
-16% -$79.2K 0.04% 114
2025
Q1 		$533K Buy
3,126
+360
+13% +$60.3K 0.06% 100
2024
Q4 		$464K Buy
2,766
+187
+7% +$31.8K 0.05% 103
2024
Q3 		$447K Buy
2,579
+156
+6% +$26.5K 0.05% 96
2024
Q2 		$400K Buy
2,423
+229
+10% +$37.4K 0.05% 89
2024
Q1 		$356K Sell
2,194
-43
-2% -$6.74K 0.06% 102
2023
Q4 		$328K Buy
2,237
+68
+3% +$10.1K 0.06% 97
2023
Q3 		$316K Sell
2,169
-3
-0.1% -$458 0.07% 80
2023
Q2 		$330K Buy
2,172
+101
+5% +$15.2K 0.07% 79
2023
Q1 		$308K Sell
2,071
-2
-0.1% -$286 0.08% 73
2022
Q4 		$314K Sell
2,073
-25
-1% -$3.5K 0.09% 70
2022
Q3 		$265K Buy
2,098
+25
+1% +$3.55K 0.09% 77
2022
Q2 		$298K Buy
2,073
+11
+0.5% +$1.65K 0.1% 67
2022
Q1 		$315K Buy
2,062
+430
+26% +$67.3K 0.1% 59
2021
Q4 		$267K Buy
+1,632
New +$242K 0.09% 63

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