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

Legacy 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
2022 Q3	$326K	Buy	2,585 +2	+0.1%	+$284	0.54%	47
2022 Q2	$371K	Buy	2,583 +35	+1%	+$5.26K	0.53%	43
2022 Q1	$389K	Buy	2,548 +2	+0.1%	+$313	0.46%	46
2021 Q4	$416K	Buy	2,546 +24	+1%	+$3.56K	0.47%	45
2021 Q3	$353K	Sell	2,522 -482	-16%	-$68.3K	0.4%	55
2021 Q2	$405K	Buy	3,004 +2	+0.1%	+$271	0.46%	50
2021 Q1	$406K	Buy	3,002 +561	+23%	+$73.2K	0.52%	48
2020 Q4	$340K	Sell	2,441 -93	-4%	-$13K	0.44%	49
2020 Q3	$352K	Sell	2,534 -62	-2%	-$8.23K	0.4%	47
2020 Q2	$310K	Buy	2,596 +2	+0.1%	+$233	0.37%	44
2020 Q1	$285K	Buy	2,594 +183	+8%	+$22K	0.46%	45
2019 Q4	$301K	Buy	+2,411	New	+$295K	0.34%	51

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Planning's PG Position: Q3 2022 in Review

Legacy Wealth Planning increased its Procter & Gamble (PG) stake by 0.08% in Q3 2022, buying an estimated $284 and bringing the position to 2,585 shares worth $326K. The position accounts for 0.54% of the portfolio, ranked #47.

Legacy Wealth Planning first reported a position in PG in Q4 2019 and has held it in 12 quarters since. The position peaked at $416K in Q4 2021. 3,196 funds tracked by Wall St. Rank hold PG as of Q3 2022.

Legacy Wealth Planning held 2,585 shares of Procter & Gamble worth $326K as of Q3 2022.
Legacy Wealth Planning bought 2 Procter & Gamble shares in Q3 2022, an estimated $284.
Procter & Gamble made up 0.54% of Legacy Wealth Planning's portfolio in Q3 2022, its #47 holding.
Legacy Wealth Planning first reported a position in Procter & Gamble in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Procter & Gamble position peaked at $416K in Q4 2021.
3,196 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.