FirstPurpose Wealth’s Procter & Gamble PG Stock Holding History

FirstPurpose Wealth’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 Q1	$497K	Buy	3,159 +38	+1%	+$5.96K	0.18%	101
2023 Q4	$457K	Buy	3,121 +51	+2%	+$7.55K	0.17%	99
2023 Q3	$448K	Sell	3,070 -21	-0.7%	-$3.21K	0.19%	90
2023 Q2	$469K	Buy	3,091 +72	+2%	+$10.9K	0.2%	87
2023 Q1	$449K	Buy	3,019 +726	+32%	+$104K	0.22%	83
2022 Q4	$348K	Buy	2,293 +125	+6%	+$17.5K	0.19%	97
2022 Q3	$274K	Buy	2,168 +167	+8%	+$23.7K	0.18%	103
2022 Q2	$288K	Buy	2,001 +133	+7%	+$20K	0.19%	95
2022 Q1	$285K	Sell	1,868 -544	-23%	-$85.1K	0.22%	99
2021 Q4	$395K	Buy	+2,412	New	+$358K	0.25%	72

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

FirstPurpose Wealth's PG Position: Q1 2024 in Review

FirstPurpose Wealth increased its Procter & Gamble (PG) stake by 1.2% in Q1 2024, buying an estimated $5.96K and bringing the position to 3,159 shares worth $497K. The position accounts for 0.18% of the portfolio, ranked #101.

FirstPurpose Wealth first reported a position in PG in Q4 2021 and has held it in 10 quarters since. 3,649 funds tracked by Wall St. Rank hold PG as of Q1 2024.

FirstPurpose Wealth held 3,159 shares of Procter & Gamble worth $497K as of Q1 2024.
FirstPurpose Wealth bought 38 Procter & Gamble shares in Q1 2024, an estimated $5.96K.
Procter & Gamble made up 0.18% of FirstPurpose Wealth's portfolio in Q1 2024, its #101 holding.
FirstPurpose Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 10 quarters since.
3,649 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.