Householder Group Estate & Retirement Specialist’s Procter & Gamble PG Stock Holding History

Householder Group Estate & Retirement Specialist’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	$41K	Sell	247 -4,498	-95%	-$766K	0.03%	227
2024 Q3	$821K	Sell	4,745 -373	-7%	-$63.3K	0.24%	93
2024 Q2	$844K	Buy	5,118 +354	+7%	+$57.9K	0.24%	95
2024 Q1	$773K	Sell	4,764 -162	-3%	-$25.4K	0.23%	93
2023 Q4	$721K	Sell	4,926 -588	-11%	-$87.1K	0.24%	87
2023 Q3	$804K	Buy	+5,514	New	+$842K	0.29%	74
2023 Q1	$764K	Buy	+5,140	New	+$735K	0.29%	76
2022 Q4	–	Sell	-5,657	Closed	-$714K	–	879
2022 Q3	$714K	Buy	5,657 +1,527	+37%	+$217K	0.29%	75
2022 Q2	$594K	Sell	4,130 -33	-0.8%	-$4.96K	0.27%	91
2022 Q1	$636K	Buy	4,163 +78	+2%	+$12.2K	0.26%	101
2021 Q4	$668K	Buy	+4,085	New	+$606K	0.25%	104

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's PG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Procter & Gamble (PG) stake by 95% in Q4 2024, selling an estimated $766K and leaving 247 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #227.

Householder Group Estate & Retirement Specialist first reported a position in PG in Q4 2021 and has held it in 11 quarters since. The position peaked at $844K in Q2 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 247 shares of Procter & Gamble worth $41K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,498 Procter & Gamble shares in Q4 2024, an estimated $766K.
Procter & Gamble made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #227 holding.
Householder Group Estate & Retirement Specialist first reported a position in Procter & Gamble in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Procter & Gamble position peaked at $844K in Q2 2024.
4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.