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Geller Advisors’s Procter & Gamble PG Stock Holding History

Geller Advisors’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 		$1.3M Hold
7,779
– – 0.09% 56
2024
Q3 		$1.35M Buy
7,779
+111
+1% +$18.8K 0.09% 55
2024
Q2 		$1.26M Sell
7,668
-102
-1% -$16.7K 0.09% 61
2024
Q1 		$1.26M Buy
7,770
+264
+4% +$41.4K 0.1% 56
2023
Q4 		$1.1M Sell
7,506
-1,000
-12% -$148K 0.11% 61
2023
Q3 		$1.24M Buy
8,506
+447
+6% +$68.3K 0.14% 40
2023
Q2 		$1.22M Buy
8,059
+3,658
+83% +$551K 0.15% 42
2023
Q1 		$654K Buy
4,401
+618
+16% +$88.3K 0.1% 48
2022
Q4 		$573K Sell
3,783
-78
-2% -$10.9K 0.1% 46
2022
Q3 		$487K Buy
3,861
+1,053
+38% +$150K 0.11% 49
2022
Q2 		$404K Sell
2,808
-2
-0.1% -$301 0.08% 62
2022
Q1 		$429K Buy
2,810
+62
+2% +$9.7K 0.08% 70
2021
Q4 		$450K Buy
2,748
+100
+4% +$14.8K 0.09% 70
2021
Q3 		$370K Sell
2,648
-30
-1% -$4.25K 0.08% 81
2021
Q2 		$361K Sell
2,678
-8
-0.3% -$1.08K 0.08% 74
2021
Q1 		$364K Sell
2,686
-2,745
-51% -$358K 0.09% 68
2020
Q4 		$357K Hold
5,431
– – 0.09% 61
2020
Q3 		$755K Sell
5,431
-115
-2% -$15.3K 0.22% 18
2020
Q2 		$663K Buy
+5,546
New +$647K 0.2% 18

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

Geller Advisors's PG Position: Q4 2024 in Review

Geller Advisors held its Procter & Gamble (PG) position steady in Q4 2024 at 7,779 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #56.

Geller Advisors first reported a position in PG in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.35M in Q3 2024. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Geller Advisors held 7,779 shares of Procter & Gamble worth $1.3M as of Q4 2024.
  • Geller Advisors left its Procter & Gamble share count unchanged in Q4 2024.
  • Procter & Gamble made up 0.09% of Geller Advisors's portfolio in Q4 2024, its #56 holding.
  • Geller Advisors first reported a position in Procter & Gamble in Q2 2020 and has held it in 19 quarters since.
  • Geller Advisors's Procter & Gamble position peaked at $1.35M in Q3 2024.
  • 4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.