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

Laidlaw 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
2025
Q1 		– Sell
-3,217
Closed -$539K – 127
2024
Q4 		$539K Buy
3,217
+671
+26% +$114K 0.23% 101
2024
Q3 		$441K Sell
2,546
-591
-19% -$100K 0.22% 117
2024
Q2 		$517K Sell
3,137
-741
-19% -$121K 0.28% 98
2024
Q1 		$629K Sell
3,878
-8,160
-68% -$1.28M 0.35% 88
2023
Q4 		$1.76M Sell
12,038
-4,073
-25% -$603K 0.64% 35
2023
Q3 		$2.35M Sell
16,111
-6,848
-30% -$1.05M 0.78% 32
2023
Q2 		$3.48M Sell
22,959
-28
-0.1% -$4.22K 0.68% 35
2023
Q1 		$3.42M Buy
22,987
+299
+1% +$42.7K 0.7% 31
2022
Q4 		$3.44M Buy
22,688
+1,245
+6% +$175K 0.74% 31
2022
Q3 		$2.71M Buy
21,443
+146
+0.7% +$20.7K 0.63% 39
2022
Q2 		$3.06M Buy
21,297
+640
+3% +$96.2K 0.62% 38
2022
Q1 		$3.16M Buy
20,657
+500
+2% +$78.2K 0.53% 50
2021
Q4 		$3.3M Buy
+20,157
New +$2.99M 0.53% 50
2021
Q1 		– Sell
-17,440
Closed -$2.43M – 322
2020
Q4 		$2.43M Buy
17,440
+6,058
+53% +$847K 0.51% 54
2020
Q3 		$1.58M Buy
11,382
+614
+6% +$81.5K 0.7% 42
2020
Q2 		$1.29M Buy
10,768
+719
+7% +$83.8K 0.67% 53
2020
Q1 		$1.1M Buy
10,049
+191
+2% +$22.9K 0.72% 48
2019
Q4 		$1.23M Buy
+9,858
New +$1.21M 0.78% 44

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laidlaw Wealth Management's PG Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 3,217 shares — an estimated $539K sold.

Laidlaw Wealth Management first reported a position in PG in Q4 2019 and held it in 18 quarters. The position peaked at $3.48M in Q2 2023. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,217 Procter & Gamble shares in Q1 2025, an estimated $539K.
  • Laidlaw Wealth Management first reported a position in Procter & Gamble in Q4 2019 and held it in 18 quarters.
  • Laidlaw Wealth Management's Procter & Gamble position peaked at $3.48M in Q2 2023.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.