LWMM
PG icon

Legacy Wealth Management (Mississippi)’s Procter & Gamble PG Stock Holding History

Legacy Wealth Management (Mississippi)’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
2022
Q2 		– Sell
-2,558
Closed -$391K – 95
2022
Q1 		$391K Hold
2,558
– – 0.2% 80
2021
Q4 		$418K Hold
2,558
– – 0.21% 81
2021
Q3 		$358K Buy
2,558
+6
+0.2% +$850 0.19% 87
2021
Q2 		$344K Buy
2,552
+250
+11% +$33.8K 0.19% 87
2021
Q1 		$312K Buy
2,302
+405
+21% +$52.8K 0.19% 84
2020
Q4 		$264K Sell
1,897
-810
-30% -$113K 0.17% 84
2020
Q3 		$376K Buy
2,707
+312
+13% +$41.4K 0.26% 78
2020
Q2 		$286K Hold
2,395
– – 0.22% 85
2020
Q1 		$263K Sell
2,395
-760
-24% -$91.2K 0.25% 79
2019
Q4 		$394K Buy
+3,155
New +$386K 0.34% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s PG Position: Q2 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Procter & Gamble (PG) in Q2 2022, closing a stake of 2,558 shares — an estimated $391K sold.

Legacy Wealth Management (Mississippi) first reported a position in PG in Q4 2019 and held it in 10 quarters. The position peaked at $418K in Q4 2021. 3,255 funds tracked by Wall St. Rank hold PG as of Q2 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining Procter & Gamble position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 2,558 Procter & Gamble shares in Q2 2022, an estimated $391K.
  • Legacy Wealth Management (Mississippi) first reported a position in Procter & Gamble in Q4 2019 and held it in 10 quarters.
  • Legacy Wealth Management (Mississippi)'s Procter & Gamble position peaked at $418K in Q4 2021.
  • 3,255 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2022, filed 12 Dec 2024.