First Personal Financial Services’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.6M | Buy |
66,863
+197
| +0.3% | +$33.4K | 2.45% | 7 |
|
|
2024
Q2 | $11M | Sell |
66,666
-128
| -0.2% | -$20.9K | 2.49% | 6 |
|
|
2024
Q1 | $10.8M | Sell |
66,794
-817
| -1% | -$128K | 2.51% | 9 |
|
|
2023
Q4 | $9.91M | Sell |
67,611
-461
| -0.7% | -$68.3K | 2.41% | 11 |
|
|
2023
Q3 | $9.93M | Buy |
68,072
+907
| +1% | +$139K | 2.58% | 9 |
|
|
2023
Q2 | $10.2M | Buy |
67,165
+470
| +0.7% | +$70.8K | 2.53% | 9 |
|
|
2023
Q1 | $9.92M | Buy |
66,695
+1,833
| +3% | +$262K | 2.57% | 9 |
|
|
2022
Q4 | $9.83M | Sell |
64,862
-733
| -1% | -$103K | 2.66% | 4 |
|
|
2022
Q3 | $8.28M | Buy |
65,595
+1,726
| +3% | +$245K | 2.41% | 10 |
|
|
2022
Q2 | $9.18M | Sell |
63,869
-771
| -1% | -$116K | 2.57% | 8 |
|
|
2022
Q1 | $9.88M | Buy |
64,640
+485
| +0.8% | +$75.9K | 2.3% | 13 |
|
|
2021
Q4 | $10.5M | Buy |
64,155
+563
| +0.9% | +$83.6K | 2.35% | 12 |
|
|
2021
Q3 | $8.89M | Buy |
63,592
+360
| +0.6% | +$51K | 2.21% | 12 |
|
|
2021
Q2 | $8.53M | Buy |
63,232
+3,177
| +5% | +$430K | 2.18% | 13 |
|
|
2021
Q1 | $8.13M | Buy |
60,055
+4,262
| +8% | +$556K | 2.22% | 12 |
|
|
2020
Q4 | $7.76M | Buy |
55,793
+955
| +2% | +$133K | 2.21% | 13 |
|
|
2020
Q3 | $7.62M | Sell |
54,838
-1,453
| -3% | -$193K | 2.42% | 10 |
|
|
2020
Q2 | $6.73M | Sell |
56,291
-873
| -2% | -$102K | 2.3% | 12 |
|
|
2020
Q1 | $6.29M | Buy |
57,164
+2,954
| +5% | +$355K | 2.43% | 9 |
|
|
2019
Q4 | $6.77M | Sell |
54,210
-3,266
| -6% | -$400K | 2.2% | 11 |
|
|
2019
Q3 | $7.15M | Buy |
57,476
+160
| +0.3% | +$18.9K | 2.22% | 8 |
|
|
2019
Q2 | $6.29M | Buy |
57,316
+170
| +0.3% | +$18.1K | 1.79% | 11 |
|
|
2019
Q1 | $5.95M | Sell |
57,146
-378
| -0.7% | -$36.8K | 1.81% | 11 |
|
|
2018
Q4 | $5.29M | Buy |
57,524
+857
| +2% | +$76.6K | 1.82% | 11 |
|
|
2018
Q3 | $4.72M | Buy |
56,667
+6,038
| +12% | +$494K | 1.49% | 21 |
|
|
2018
Q2 | $3.95M | Sell |
50,629
-521
| -1% | -$39.2K | 1.32% | 24 |
|
|
2018
Q1 | $4.05M | Sell |
51,150
-2,771
| -5% | -$231K | 0.89% | 36 |
|
|
2017
Q4 | $4.95M | Sell |
53,921
-3,397
| -6% | -$306K | 0.97% | 36 |
|
|
2017
Q3 | $5.21M | Sell |
57,318
-673
| -1% | -$61.3K | 1.1% | 28 |
|
|
2017
Q2 | $5.05M | Buy |
57,991
+5,785
| +11% | +$510K | 1.11% | 27 |
|
|
2017
Q1 | $4.69M | Buy |
52,206
+741
| +1% | +$65.7K | 1.13% | 27 |
|
|
2016
Q4 | $4.33M | Sell |
51,465
-972
| -2% | -$82.8K | 1.14% | 27 |
|
|
2016
Q3 | $4.71M | Buy |
52,437
+16
| +0% | +$1.39K | 1.37% | 21 |
|
|
2016
Q2 | $4.44M | Buy |
52,421
+5,968
| +13% | +$490K | 1.51% | 16 |
|
|
2016
Q1 | $3.82M | Buy |
46,453
+6,303
| +16% | +$508K | 1.89% | 13 |
|
|
2015
Q4 | $3.19M | Buy |
40,150
+1,037
| +3% | +$79.2K | 1.8% | 11 |
|
|
2015
Q3 | $2.81M | Buy |
39,113
+3,432
| +10% | +$257K | 1.69% | 13 |
|
|
2015
Q2 | $2.79M | Buy |
35,681
+1,933
| +6% | +$156K | 1.67% | 11 |
|
|
2015
Q1 | $2.77M | Buy |
33,748
+512
| +2% | +$44K | 1.68% | 10 |
|
|
2014
Q4 | $3.03M | Buy |
+33,236
| New | +$2.92M | 1.77% | 11 |
|
Other funds holding PG
First Personal Financial Services's PG Position: Q3 2024 in Review
First Personal Financial Services increased its Procter & Gamble (PG) stake by 0.3% in Q3 2024, buying an estimated $33.4K and bringing the position to 66,863 shares worth $11.6M. The position accounts for 2.45% of the portfolio, ranked #7.
First Personal Financial Services first reported a position in PG in Q4 2014 and has held it in 40 quarters since. 3,718 funds tracked by Wall St. Rank hold PG as of Q3 2024.
- First Personal Financial Services held 66,863 shares of Procter & Gamble worth $11.6M as of Q3 2024.
- First Personal Financial Services bought 197 Procter & Gamble shares in Q3 2024, an estimated $33.4K.
- Procter & Gamble made up 2.45% of First Personal Financial Services's portfolio in Q3 2024, its #7 holding.
- First Personal Financial Services first reported a position in Procter & Gamble in Q4 2014 and has held it in 40 quarters since.
- 3,718 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.