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Marcum Wealth’s Procter & Gamble PG Stock Holding History

Marcum Wealth’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
Q1 		$2.22M Sell
13,021
-438
-3% -$73.4K 0.19% 57
2024
Q4 		$2.26M Sell
13,459
-213
-2% -$36.3K 0.2% 55
2024
Q3 		$2.37M Buy
13,672
+158
+1% +$26.8K 0.22% 50
2024
Q2 		$2.23M Sell
13,514
-747
-5% -$122K 0.22% 50
2024
Q1 		$2.31M Sell
14,261
-103
-0.7% -$16.2K 0.23% 46
2023
Q4 		$2.1M Buy
14,364
+493
+4% +$73K 0.22% 48
2023
Q3 		$2.02M Sell
13,871
-900
-6% -$137K 0.24% 41
2023
Q2 		$2.24M Buy
14,771
+338
+2% +$50.9K 0.26% 37
2023
Q1 		$2.15M Sell
14,433
-168
-1% -$24K 0.27% 37
2022
Q4 		$2.21M Buy
14,601
+252
+2% +$35.3K 0.29% 35
2022
Q3 		$1.81M Buy
14,349
+964
+7% +$137K 0.27% 42
2022
Q2 		$1.93M Buy
13,385
+727
+6% +$109K 0.29% 39
2022
Q1 		$1.93M Sell
12,658
-100
-0.8% -$15.6K 0.27% 43
2021
Q4 		$2.09M Buy
12,758
+1,053
+9% +$156K 0.29% 42
2021
Q3 		$1.64M Buy
11,705
+1,824
+18% +$259K 0.26% 52
2021
Q2 		$1.33M Sell
9,881
-455
-4% -$61.6K 0.22% 62
2021
Q1 		$1.4M Buy
10,336
+6,074
+143% +$792K 0.23% 58
2020
Q4 		$593K Buy
4,262
+424
+11% +$59.3K 0.14% 55
2020
Q3 		$533K Sell
3,838
-169
-4% -$22.4K 0.16% 44
2020
Q2 		$479K Buy
4,007
+341
+9% +$39.8K 0.15% 55
2020
Q1 		$403K Buy
3,666
+116
+3% +$13.9K 0.16% 47
2019
Q4 		$443K Buy
+3,550
New +$434K 0.17% 52

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marcum Wealth's PG Position: Q1 2025 in Review

Marcum Wealth reduced its Procter & Gamble (PG) stake by 3.3% in Q1 2025, selling an estimated $73.4K and leaving 13,021 shares worth $2.22M. The position accounts for 0.19% of the portfolio, ranked #57.

Marcum Wealth first reported a position in PG in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.37M in Q3 2024. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Marcum Wealth held 13,021 shares of Procter & Gamble worth $2.22M as of Q1 2025.
  • Marcum Wealth sold 438 Procter & Gamble shares in Q1 2025, an estimated $73.4K.
  • Procter & Gamble made up 0.19% of Marcum Wealth's portfolio in Q1 2025, its #57 holding.
  • Marcum Wealth first reported a position in Procter & Gamble in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Procter & Gamble position peaked at $2.37M in Q3 2024.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.