Marks Wealth’s Procter & Gamble PG Stock Holding History

Marks 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	–	Sell	-6,222	Closed	-$1.04M	–	20
2024 Q4	$1.04M	Hold	6,222	–	–	0.5%	7
2024 Q3	$1.08M	Hold	6,222	–	–	0.46%	16
2024 Q2	$1.03M	Hold	6,222	–	–	0.45%	9
2024 Q1	$1.01M	Hold	6,222	–	–	0.38%	9
2023 Q4	$912K	Hold	6,222	–	–	0.49%	8
2023 Q3	$908K	Sell	6,222 -123	-2%	-$18.8K	34.44%	1
2023 Q2	$963K	Sell	6,345 -337	-5%	-$50.8K	0.99%	3
2023 Q1	$994K	Hold	6,682	–	–	8.91%	2
2022 Q4	$1.01M	Hold	6,682	–	–	4.23%	4
2022 Q3	$844K	Hold	6,682	–	–	1.27%	4
2022 Q2	$961K	Hold	6,682	–	–	1.13%	6
2022 Q1	$1.02M	Hold	6,682	–	–	0.31%	20
2021 Q4	$1.09M	Hold	6,682	–	–	0.34%	19
2021 Q3	$934K	Hold	6,682	–	–	0.31%	16
2021 Q2	$902K	Hold	6,682	–	–	0.3%	22
2021 Q1	$905K	Hold	6,682	–	–	0.3%	24
2020 Q4	$930K	Buy	+6,682	New	+$934K	0.32%	25

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Marks Wealth's PG Position: Q1 2025 in Review

Marks Wealth sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 6,222 shares — an estimated $1.04M sold.

Marks Wealth first reported a position in PG in Q4 2020 and held it in 17 quarters. The position peaked at $1.09M in Q4 2021. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Marks Wealth reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
Marks Wealth sold 6,222 Procter & Gamble shares in Q1 2025, an estimated $1.04M.
Marks Wealth first reported a position in Procter & Gamble in Q4 2020 and held it in 17 quarters.
Marks Wealth's Procter & Gamble position peaked at $1.09M in Q4 2021.
4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Marks Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.