GWA
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GGM Wealth Advisors’s Procter & Gamble PG Stock Holding History

GGM Wealth 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
2025
Q1 		$1.67M Sell
10,289
-281
-3% -$47.1K 0.93% 30
2024
Q4 		$1.77M Sell
10,570
-1,455
-12% -$248K 0.93% 32
2024
Q3 		$2.08M Buy
12,025
+228
+2% +$38.7K 0.9% 29
2024
Q2 		$1.95M Buy
11,797
+14
+0.1% +$2.29K 0.89% 32
2024
Q1 		$1.85M Sell
11,783
-2,487
-17% -$390K 0.86% 30
2023
Q4 		$2.23M Buy
14,270
+13
+0.1% +$1.93K 0.92% 26
2023
Q3 		$2.08M Buy
14,257
+13
+0.1% +$1.99K 0.9% 28
2023
Q2 		$2.11M Sell
14,244
-47
-0.3% -$7.08K 0.86% 25
2023
Q1 		$2.12M Buy
14,291
+15
+0.1% +$2.14K 1.21% 25
2022
Q4 		$2.2M Buy
14,276
+13
+0.1% +$1.82K 1.13% 23
2022
Q3 		$1.87M Buy
14,263
+1,374
+11% +$195K 1.01% 23
2022
Q2 		$1.86M Buy
12,889
+4
+0% +$601 1.04% 23
2022
Q1 		$2.05M Buy
12,885
+2,690
+26% +$421K 1.03% 20
2021
Q4 		$1.62M Buy
10,195
+4
+0% +$594 1.28% 17
2021
Q3 		$1.44M Sell
10,191
-1,600
-14% -$227K 1.14% 22
2021
Q2 		$1.66M Buy
11,791
+4
+0% +$541 1.41% 17
2021
Q1 		$1.57M Sell
11,787
-5
-0% -$652 1.25% 18
2020
Q4 		$1.62M Buy
+11,792
New +$1.65M 1.6% 14

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGM Wealth Advisors's PG Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Procter & Gamble (PG) stake by 2.7% in Q1 2025, selling an estimated $47.1K and leaving 10,289 shares worth $1.67M. The position accounts for 0.93% of the portfolio, ranked #30.

GGM Wealth Advisors first reported a position in PG in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.23M in Q4 2023. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • GGM Wealth Advisors held 10,289 shares of Procter & Gamble worth $1.67M as of Q1 2025.
  • GGM Wealth Advisors sold 281 Procter & Gamble shares in Q1 2025, an estimated $47.1K.
  • Procter & Gamble made up 0.93% of GGM Wealth Advisors's portfolio in Q1 2025, its #30 holding.
  • GGM Wealth Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 18 quarters since.
  • GGM Wealth Advisors's Procter & Gamble position peaked at $2.23M in Q4 2023.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.