JWM
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Janiczek Wealth Management’s Procter & Gamble PG Stock Holding History

Janiczek Wealth Management’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
Q2 		$1.88M Buy
11,370
+97
+0.9% +$15.9K 0.39% 30
2024
Q1 		$1.83M Buy
11,273
+373
+3% +$58.5K 0.39% 32
2023
Q4 		$1.6M Buy
10,900
+114
+1% +$16.9K 0.39% 31
2023
Q3 		$1.57M Buy
10,786
+728
+7% +$111K 0.41% 28
2023
Q2 		$1.53M Buy
10,058
+12
+0.1% +$1.81K 0.42% 24
2023
Q1 		$1.52M Buy
10,046
+10
+0.1% +$1.43K 0.43% 24
2022
Q4 		$1.5M Buy
10,036
+472
+5% +$66.2K 0.42% 28
2022
Q3 		$1.18M Buy
9,564
+208
+2% +$29.5K 0.39% 29
2022
Q2 		$1.31M Sell
9,356
-114
-1% -$17.1K 0.39% 30
2022
Q1 		$1.45M Buy
9,470
+145
+2% +$22.7K 0.4% 27
2021
Q4 		$1.52M Buy
9,325
+494
+6% +$73.3K 0.46% 24
2021
Q3 		$1.24M Buy
8,831
+503
+6% +$71.3K 0.44% 24
2021
Q2 		$1.12M Sell
8,328
-3,389
-29% -$459K 0.41% 27
2021
Q1 		$1.59M Buy
11,717
+8,654
+283% +$1.13M 0.63% 20
2020
Q4 		$426K Buy
3,063
+1,133
+59% +$158K 0.21% 34
2020
Q3 		$268K Buy
1,930
+281
+17% +$37.3K 0.14% 38
2020
Q2 		$197K Buy
1,649
+499
+43% +$58.2K 0.11% 39
2020
Q1 		$127K Hold
1,150
– – 0.07% 45
2019
Q4 		$144K Hold
1,150
– – 0.06% 44
2019
Q3 		$143K Buy
1,150
+150
+15% +$17.7K 0.07% 43
2019
Q2 		$110K Hold
1,000
– – 0.05% 51
2019
Q1 		$104K Hold
1,000
– – 0.05% 58
2018
Q4 		$92K Hold
1,000
– – 0.05% 63
2018
Q3 		$83K Sell
1,000
-10
-1% -$818 0.04% 55
2018
Q2 		$79K Buy
+1,010
New +$76K 0.04% 58
2017
Q1 		– Sell
-1,777
Closed -$149K – 47
2016
Q4 		$149K Buy
+1,777
New +$151K 0.07% 33

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janiczek Wealth Management's PG Position: Q2 2024 in Review

Janiczek Wealth Management increased its Procter & Gamble (PG) stake by 0.86% in Q2 2024, buying an estimated $15.9K and bringing the position to 11,370 shares worth $1.88M. The position accounts for 0.39% of the portfolio, ranked #30.

Janiczek Wealth Management first reported a position in PG in Q4 2016 and has held it in 26 quarters since. 3,652 funds tracked by Wall St. Rank hold PG as of Q2 2024.

  • Janiczek Wealth Management held 11,370 shares of Procter & Gamble worth $1.88M as of Q2 2024.
  • Janiczek Wealth Management bought 97 Procter & Gamble shares in Q2 2024, an estimated $15.9K.
  • Procter & Gamble made up 0.39% of Janiczek Wealth Management's portfolio in Q2 2024, its #30 holding.
  • Janiczek Wealth Management first reported a position in Procter & Gamble in Q4 2016 and has held it in 26 quarters since.
  • 3,652 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.