LFA
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Legend Financial Advisors’s Procter & Gamble PG Stock Holding History

Legend 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
2025
Q3 		– Sell
-101
Closed -$16K – 129
2025
Q2 		$16K Buy
+101
New +$16.5K 0.01% 96
2025
Q1 		– Sell
-582
Closed -$97.5K – 189
2024
Q4 		$97.5K Buy
582
+481
+476% +$81.9K 0.07% 42
2024
Q3 		$17.4K Sell
101
-862
-90% -$146K 0.01% 80
2024
Q2 		$159K Buy
963
+892
+1,256% +$146K 0.11% 43
2024
Q1 		$11.5K Sell
71
-101
-59% -$15.8K 0.01% 129
2023
Q4 		$25.1K Hold
172
– – 0.02% 82
2023
Q3 		$25K Hold
172
– – 0.02% 86
2023
Q2 		$26K Hold
172
– – 0.02% 85
2023
Q1 		$25.5K Sell
172
-66
-28% -$9.44K 0.02% 89
2022
Q4 		$36K Hold
238
– – 0.03% 81
2022
Q3 		$30K Buy
+238
New +$33.8K 0.03% 79

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return