JDM Financial Group’s Procter & Gamble PG Stock Holding History

JDM Financial Group’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
2025 Q1	–	Sell	-427	Closed	-$71.6K	–	333
2024 Q4	$71.6K	Sell	427 -29	-6%	-$4.94K	0.04%	69
2024 Q3	$79K	Buy	456 +104	+30%	+$17.7K	0.04%	65
2024 Q2	$58.1K	Hold	352	–	–	0.04%	72
2024 Q1	$57.1K	Hold	352	–	–	0.04%	66
2023 Q4	$51.6K	Hold	352	–	–	0.04%	65
2023 Q3	$51.3K	Hold	352	–	–	0.05%	62
2023 Q2	$53.4K	Hold	352	–	–	0.05%	66
2023 Q1	$52.3K	Sell	352 -90	-20%	-$12.9K	0.05%	66
2022 Q4	$67K	Buy	+442	New	+$62K	0.06%	59

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

JDM Financial Group's PG Position: Q1 2025 in Review

JDM Financial Group sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 427 shares — an estimated $71.6K sold.

JDM Financial Group first reported a position in PG in Q4 2022 and held it in 9 quarters. The position peaked at $79K in Q3 2024. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.

JDM Financial Group reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
JDM Financial Group sold 427 Procter & Gamble shares in Q1 2025, an estimated $71.6K.
JDM Financial Group first reported a position in Procter & Gamble in Q4 2022 and held it in 9 quarters.
JDM Financial Group's Procter & Gamble position peaked at $79K in Q3 2024.
4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.