Landmark Financial Advisors’s Procter & Gamble PG Stock Holding History

Landmark Financial 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
2023 Q4	$440K	Buy	3,005 +50	+2%	+$7.41K	0.16%	60
2023 Q3	$431K	Buy	2,955 +943	+47%	+$144K	0.18%	60
2023 Q2	$305K	Buy	2,012 +62	+3%	+$9.35K	0.13%	71
2023 Q1	$290K	Buy	1,950 +23	+1%	+$3.29K	0.13%	73
2022 Q4	$292K	Buy	1,927 +50	+3%	+$7.01K	0.13%	70
2022 Q3	$237K	Buy	1,877 +80	+4%	+$11.4K	0.13%	72
2022 Q2	$258K	Sell	1,797 -11	-0.6%	-$1.65K	0.13%	70
2022 Q1	$294K	Buy	1,808 +194	+12%	+$30.4K	0.14%	71
2021 Q4	$264K	Buy	+1,614	New	+$240K	0.12%	74
2021 Q3	–	Sell	-1,518	Closed	-$205K	–	75
2021 Q2	$205K	Buy	+1,518	New	+$205K	0.1%	76
2021 Q1	–	Sell	-1,457	Closed	-$201K	–	70
2020 Q4	$201K	Buy	+1,457	New	+$204K	0.11%	68
2020 Q2	–	Sell	-1,753	Closed	-$212K	–	63
2020 Q1	$212K	Buy	+1,753	New	+$210K	0.15%	62
2019 Q4	–	Sell	-1,836	Closed	-$228K	–	67
2019 Q3	$228K	Sell	1,836 -295	-14%	-$34.9K	0.14%	55
2019 Q2	$233K	Sell	2,131 -87	-4%	-$9.27K	0.14%	54
2019 Q1	$230K	Buy	2,218 +14	+0.6%	+$1.36K	0.15%	52
2018 Q4	$202K	Buy	+2,204	New	+$197K	0.13%	55
2015 Q2	–	Sell	-2,500	Closed	-$205K	–	53
2015 Q1	$205K	Hold	2,500	–	–	0.22%	49
2014 Q4	$231K	Buy	+2,500	New	+$220K	0.24%	48

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Landmark Financial Advisors's PG Position: Q4 2023 in Review

Landmark Financial Advisors increased its Procter & Gamble (PG) stake by 1.7% in Q4 2023, buying an estimated $7.41K and bringing the position to 3,005 shares worth $440K. The position accounts for 0.16% of the portfolio, ranked #60.

Landmark Financial Advisors first reported a position in PG in Q4 2014 and has held it in 18 quarters since. 3,585 funds tracked by Wall St. Rank hold PG as of Q4 2023.

Landmark Financial Advisors held 3,005 shares of Procter & Gamble worth $440K as of Q4 2023.
Landmark Financial Advisors bought 50 Procter & Gamble shares in Q4 2023, an estimated $7.41K.
Procter & Gamble made up 0.16% of Landmark Financial Advisors's portfolio in Q4 2023, its #60 holding.
Landmark Financial Advisors first reported a position in Procter & Gamble in Q4 2014 and has held it in 18 quarters since.
3,585 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.