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Madison Park Capital Advisors’s Procter & Gamble PG Stock Holding History

Madison Park Capital 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
2024
Q4 		– Sell
-1,641
Closed -$284K – 72
2024
Q3 		$284K Buy
1,641
+40
+2% +$6.79K 0.21% 57
2024
Q2 		$264K Sell
1,601
-70
-4% -$11.4K 0.22% 55
2024
Q1 		$271K Buy
1,671
+80
+5% +$12.5K 0.24% 50
2023
Q4 		$233K Buy
+1,591
New +$236K 0.22% 54

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Madison Park Capital Advisors's PG Position: Q4 2024 in Review

Madison Park Capital Advisors sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 1,641 shares — an estimated $284K sold.

Madison Park Capital Advisors first reported a position in PG in Q4 2023 and held it in 4 quarters. The position peaked at $284K in Q3 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Madison Park Capital Advisors reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
  • Madison Park Capital Advisors sold 1,641 Procter & Gamble shares in Q4 2024, an estimated $284K.
  • Madison Park Capital Advisors first reported a position in Procter & Gamble in Q4 2023 and held it in 4 quarters.
  • Madison Park Capital Advisors's Procter & Gamble position peaked at $284K in Q3 2024.
  • 4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Madison Park Capital Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.