Laurel Wealth Planning’s Procter & Gamble PG Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-637	Closed	-$96.5K	–	157
2022 Q4	$96.5K	Hold	637	–	–	0.06%	83
2022 Q3	$80K	Hold	637	–	–	0.06%	84
2022 Q2	$92K	Sell	637 -113	-15%	-$17K	0.06%	83
2022 Q1	$115K	Buy	+750	New	+$117K	0.08%	87

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laurel Wealth Planning's PG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 637 shares — an estimated $96.5K sold.

Laurel Wealth Planning first reported a position in PG in Q1 2022 and held it in 4 quarters. The position peaked at $115K in Q1 2022. 3,375 funds tracked by Wall St. Rank hold PG as of Q1 2023.

Laurel Wealth Planning reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 637 Procter & Gamble shares in Q1 2023, an estimated $96.5K.
Laurel Wealth Planning first reported a position in Procter & Gamble in Q1 2022 and held it in 4 quarters.
Laurel Wealth Planning's Procter & Gamble position peaked at $115K in Q1 2022.
3,375 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.