IFG Advisors’s Procter & Gamble PG Stock Holding History

IFG 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
2024 Q4	–	Sell	-2,218	Closed	-$384K	–	151
2024 Q3	$384K	Buy	2,218 +139	+7%	+$23.6K	0.08%	93
2024 Q2	$343K	Hold	2,079	–	–	0.08%	96
2024 Q1	$337K	Sell	2,079 -81	-4%	-$12.7K	0.09%	95
2023 Q4	$317K	Buy	2,160 +130	+6%	+$19.3K	0.09%	92
2023 Q3	$296K	Hold	2,030	–	–	0.11%	93
2023 Q2	$308K	Buy	2,030 +51	+3%	+$7.69K	0.11%	93
2023 Q1	$294K	Hold	1,979	–	–	0.12%	91
2022 Q4	$300K	Hold	1,979	–	–	0.13%	84
2022 Q3	$250K	Buy	1,979 +55	+3%	+$7.81K	0.13%	89
2022 Q2	$277K	Hold	1,924	–	–	0.14%	82
2022 Q1	$294K	Hold	1,924	–	–	0.13%	88
2021 Q4	$315K	Buy	1,924 +7	+0.4%	+$1.04K	0.13%	84
2021 Q3	$268K	Buy	1,917 +7	+0.4%	+$992	0.12%	86
2021 Q2	$258K	Buy	1,910 +10	+0.5%	+$1.35K	0.12%	89
2021 Q1	$257K	Buy	+1,900	New	+$248K	0.14%	79
2020 Q4	–	Sell	-1,900	Closed	-$264K	–	86
2020 Q3	$264K	Hold	1,900	–	–	0.19%	70
2020 Q2	$227K	Hold	1,900	–	–	0.18%	77
2020 Q1	$209K	Hold	1,900	–	–	0.21%	78
2019 Q4	$237K	Hold	1,900	–	–	0.2%	57
2019 Q3	$236K	Buy	+1,900	New	+$225K	0.22%	56

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

IFG Advisors's PG Position: Q4 2024 in Review

IFG Advisors sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 2,218 shares — an estimated $384K sold.

IFG Advisors first reported a position in PG in Q3 2019 and held it in 20 quarters. The position peaked at $384K in Q3 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

IFG Advisors reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
IFG Advisors sold 2,218 Procter & Gamble shares in Q4 2024, an estimated $384K.
IFG Advisors first reported a position in Procter & Gamble in Q3 2019 and held it in 20 quarters.
IFG Advisors's Procter & Gamble position peaked at $384K in Q3 2024.
4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on IFG Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.