IA
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IAM Advisory’s Procter & Gamble PG Stock Holding History

IAM Advisory’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
2026
Q2 		$257K Buy
1,750
+84
+5% +$12.2K 0.05% 91
2026
Q1 		$241K Buy
1,666
+21
+1% +$3.18K 0.05% 88
2025
Q4 		$236K Sell
1,645
-53
-3% -$7.82K 0.05% 92
2025
Q3 		$261K Buy
1,698
+9
+0.5% +$1.41K 0.06% 90
2025
Q2 		$269K Buy
1,689
+358
+27% +$58.4K 0.06% 85
2025
Q1 		$227K Sell
1,331
-185
-12% -$31K 0.06% 96
2024
Q4 		$254K Sell
1,516
-13
-0.9% -$2.21K 0.06% 91
2024
Q3 		$265K Sell
1,529
-33
-2% -$5.6K 0.07% 90
2024
Q2 		$258K Sell
1,562
-13
-0.8% -$2.13K 0.07% 89
2024
Q1 		$256K Sell
1,575
-68
-4% -$10.7K 0.07% 88
2023
Q4 		$241K Sell
1,643
-303
-16% -$44.9K 0.08% 86
2023
Q3 		$284K Buy
1,946
+173
+10% +$26.4K 0.1% 76
2023
Q2 		$269K Buy
1,773
+214
+14% +$32.3K 0.09% 76
2023
Q1 		$232K Buy
1,559
+100
+7% +$14.3K 0.08% 82
2022
Q4 		$221K Buy
+1,459
New +$205K 0.08% 80

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return