Financial Enhancement Group’s Procter & Gamble PG Stock Holding History

Financial Enhancement Group’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
2022 Q4	–	Sell	-437	Closed	-$55K	–	264
2022 Q3	$55K	Hold	437	–	–	0.01%	133
2022 Q2	$63K	Hold	437	–	–	0.01%	132
2022 Q1	$67K	Buy	437 +15	+4%	+$2.35K	0.01%	131
2021 Q4	$69K	Hold	422	–	–	0.01%	131
2021 Q3	$59K	Hold	422	–	–	0.01%	129
2021 Q2	$57K	Sell	422 -205	-33%	-$27.7K	0.01%	118
2021 Q1	$85K	Sell	627 -167	-21%	-$21.8K	0.02%	112
2020 Q4	$110K	Buy	794 +127	+19%	+$17.8K	0.02%	111
2020 Q3	$93K	Hold	667	–	–	0.02%	107
2020 Q2	$80K	Sell	667 -365	-35%	-$42.6K	0.02%	115
2020 Q1	$114K	Hold	1,032	–	–	0.03%	104
2019 Q4	$129K	Sell	1,032 -12	-1%	-$1.47K	0.03%	91
2019 Q3	$130K	Buy	1,044 +353	+51%	+$41.7K	0.04%	89
2019 Q2	$76K	Sell	691 -47	-6%	-$5.01K	0.02%	111
2019 Q1	$77K	Buy	738 +36	+5%	+$3.5K	0.02%	124
2018 Q4	$58K	Hold	702	–	–	0.02%	123
2018 Q3	$58K	Hold	702	–	–	0.02%	123
2018 Q2	$55K	Hold	702	–	–	0.02%	116
2018 Q1	$56K	Buy	+702	New	+$58.5K	0.02%	122

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Enhancement Group's PG Position: Q4 2022 in Review

Financial Enhancement Group sold out of Procter & Gamble (PG) in Q4 2022, closing a stake of 437 shares — an estimated $55K sold.

Financial Enhancement Group first reported a position in PG in Q1 2018 and held it in 19 quarters. The position peaked at $130K in Q3 2019. 3,398 funds tracked by Wall St. Rank hold PG as of Q4 2022.

Financial Enhancement Group reported no remaining Procter & Gamble position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 437 Procter & Gamble shares in Q4 2022, an estimated $55K.
Financial Enhancement Group first reported a position in Procter & Gamble in Q1 2018 and held it in 19 quarters.
Financial Enhancement Group's Procter & Gamble position peaked at $130K in Q3 2019.
3,398 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.