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Hart & Patterson Financial Group’s Procter & Gamble PG Stock Holding History

Hart & Patterson Financial 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
2024
Q4 		$387K Buy
2,308
+4
+0.2% +$681 0.19% 55
2024
Q3 		$399K Sell
2,304
-1
-0% -$170 0.19% 55
2024
Q2 		$380K Buy
2,305
+22
+1% +$3.6K 0.19% 51
2024
Q1 		$370K Sell
2,283
-164
-7% -$25.7K 0.18% 51
2023
Q4 		$359K Buy
+2,447
New +$362K 0.19% 48

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 $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hart & Patterson Financial Group's PG Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Procter & Gamble (PG) stake by 0.17% in Q4 2024, buying an estimated $681 and bringing the position to 2,308 shares worth $387K. The position accounts for 0.19% of the portfolio, ranked #55.

Hart & Patterson Financial Group first reported a position in PG in Q4 2023 and has held it in 5 quarters since. The position peaked at $399K in Q3 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Hart & Patterson Financial Group held 2,308 shares of Procter & Gamble worth $387K as of Q4 2024.
  • Hart & Patterson Financial Group bought 4 Procter & Gamble shares in Q4 2024, an estimated $681.
  • Procter & Gamble made up 0.19% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #55 holding.
  • Hart & Patterson Financial Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Procter & Gamble position peaked at $399K in Q3 2024.
  • 4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.