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HBC Financial Services’s Procter & Gamble PG Stock Holding History

HBC Financial Services’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 		$81K Buy
483
+1
+0.2% +$170 0.05% 60
2024
Q3 		$80K Buy
482
+89
+23% +$15.1K 0.05% 61
2024
Q2 		$66K Buy
393
+1
+0.3% +$163 0.04% 63
2024
Q1 		$64K Buy
392
+2
+0.5% +$314 0.04% 56
2023
Q4 		$57K Buy
390
+1
+0.3% +$148 0.04% 62
2023
Q3 		$56K Buy
389
+1
+0.3% +$153 0.04% 54
2023
Q2 		$58K Buy
388
+1
+0.3% +$151 0.04% 59
2023
Q1 		$58K Buy
387
+1
+0.3% +$143 0.04% 59
2022
Q4 		$58K Sell
386
-99
-20% -$13.9K 0.05% 58
2022
Q3 		$61K Buy
485
+2
+0.4% +$284 0.05% 49
2022
Q2 		$70K Buy
483
+1
+0.2% +$150 0.05% 45
2022
Q1 		$77K Buy
482
+1
+0.2% +$156 0.06% 47
2021
Q4 		$78K Buy
481
+1
+0.2% +$148 0.05% 47
2021
Q3 		$68K Sell
480
-99
-17% -$14K 0.05% 48
2021
Q2 		$81K Buy
579
+1
+0.2% +$135 0.05% 47
2021
Q1 		$79.4K Sell
578
-374
-39% -$48.8K 0.05% 48
2020
Q4 		$132K Buy
952
+1
+0.1% +$140 0.1% 31
2020
Q3 		$131K Buy
951
+376
+65% +$49.9K 0.11% 27
2020
Q2 		$72K Buy
575
+1
+0.2% +$117 0.06% 44
2020
Q1 		$62K Sell
574
-63
-10% -$7.56K 0.07% 44
2019
Q4 		$78K Buy
+637
New +$77.9K 0.07% 49

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HBC Financial Services's PG Position: Q4 2024 in Review

HBC Financial Services increased its Procter & Gamble (PG) stake by 0.21% in Q4 2024, buying an estimated $170 and bringing the position to 483 shares worth $81K. The position accounts for 0.05% of the portfolio, ranked #60.

HBC Financial Services first reported a position in PG in Q4 2019 and has held it in 21 quarters since. The position peaked at $132K in Q4 2020. 4,015 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • HBC Financial Services held 483 shares of Procter & Gamble worth $81K as of Q4 2024.
  • HBC Financial Services bought 1 Procter & Gamble share in Q4 2024, an estimated $170.
  • Procter & Gamble made up 0.05% of HBC Financial Services's portfolio in Q4 2024, its #60 holding.
  • HBC Financial Services first reported a position in Procter & Gamble in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's Procter & Gamble position peaked at $132K in Q4 2020.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.