Kolinsky Wealth Management’s Procter & Gamble PG Stock Holding History

Kolinsky 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 Q4	$962K	Buy	5,738 +64	+1%	+$10.9K	0.59%	26
2024 Q3	$983K	Sell	5,674 -9	-0.2%	-$1.53K	0.64%	23
2024 Q2	$937K	Buy	5,683 +386	+7%	+$63.1K	0.67%	26
2024 Q1	$859K	Buy	5,297 +106	+2%	+$16.6K	0.66%	26
2023 Q4	$761K	Sell	5,191 -92	-2%	-$13.6K	0.67%	24
2023 Q3	$771K	Sell	5,283 -62	-1%	-$9.47K	0.77%	20
2023 Q2	$798K	Sell	5,345 -81	-1%	-$12.2K	0.76%	19
2023 Q1	$807K	Buy	5,426 +2,388	+79%	+$341K	0.86%	16
2022 Q4	$460K	Buy	3,038 +115	+4%	+$16.1K	0.52%	40
2022 Q3	$369K	Sell	2,923 -22	-0.7%	-$3.13K	0.46%	43
2022 Q2	$423K	Buy	2,945 +27	+0.9%	+$4.06K	0.5%	42
2022 Q1	$446K	Buy	2,918 +75	+3%	+$11.7K	0.44%	42
2021 Q4	$465K	Buy	+2,843	New	+$422K	0.43%	43

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kolinsky Wealth Management's PG Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Procter & Gamble (PG) stake by 1.1% in Q4 2024, buying an estimated $10.9K and bringing the position to 5,738 shares worth $962K. The position accounts for 0.59% of the portfolio, ranked #26.

Kolinsky Wealth Management first reported a position in PG in Q4 2021 and has held it in 13 quarters since. The position peaked at $983K in Q3 2024. 4,012 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Kolinsky Wealth Management held 5,738 shares of Procter & Gamble worth $962K as of Q4 2024.
Kolinsky Wealth Management bought 64 Procter & Gamble shares in Q4 2024, an estimated $10.9K.
Procter & Gamble made up 0.59% of Kolinsky Wealth Management's portfolio in Q4 2024, its #26 holding.
Kolinsky Wealth Management first reported a position in Procter & Gamble in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Procter & Gamble position peaked at $983K in Q3 2024.
4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.