Loveless Wealth Management’s Procter & Gamble PG Stock Holding History

Loveless Wealth Management’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	$2.13M	Buy	14,840 +75	+0.5%	+$11.3K	1.4%	23
2022 Q1	$2.26M	Sell	14,765 -90	-0.6%	-$14.1K	1.27%	24
2021 Q4	$2.43M	Hold	14,855	–	–	1.33%	25
2021 Q3	$2.08M	Buy	14,855 +360	+2%	+$51K	1.26%	26
2021 Q2	$1.96M	Buy	14,495 +770	+6%	+$104K	1.19%	28
2021 Q1	$1.86M	Hold	13,725	–	–	1.23%	30
2020 Q4	$1.91M	Buy	13,725 +29	+0.2%	+$4.05K	1.41%	24
2020 Q3	$1.9M	Hold	13,696	–	–	1.61%	21
2020 Q2	$1.64M	Buy	13,696 +70	+0.5%	+$8.16K	1.53%	22
2020 Q1	$1.5M	Sell	13,626 -400	-3%	-$48K	1.77%	18
2019 Q4	$1.72M	Buy	+14,026	New	+$1.72M	1.48%	20

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Loveless Wealth Management's PG Position: Q2 2022 in Review

Loveless Wealth Management increased its Procter & Gamble (PG) stake by 0.51% in Q2 2022, buying an estimated $11.3K and bringing the position to 14,840 shares worth $2.13M. The position accounts for 1.4% of the portfolio, ranked #23.

Loveless Wealth Management first reported a position in PG in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.43M in Q4 2021. 3,254 funds tracked by Wall St. Rank hold PG as of Q2 2022.

Loveless Wealth Management held 14,840 shares of Procter & Gamble worth $2.13M as of Q2 2022.
Loveless Wealth Management bought 75 Procter & Gamble shares in Q2 2022, an estimated $11.3K.
Procter & Gamble made up 1.4% of Loveless Wealth Management's portfolio in Q2 2022, its #23 holding.
Loveless Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Procter & Gamble position peaked at $2.43M in Q4 2021.
3,254 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.