MWM
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Merriman Wealth Management’s Procter & Gamble PG Stock Holding History

Merriman 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
2024
Q4 		$1.12M Sell
6,701
-389
-5% -$66.3K 0.05% 81
2024
Q3 		$1.23M Sell
7,090
-214
-3% -$36.3K 0.05% 93
2024
Q2 		$1.2M Sell
7,304
-69
-0.9% -$11.3K 0.05% 87
2024
Q1 		$1.2M Buy
7,373
+633
+9% +$99.3K 0.05% 85
2023
Q4 		$988K Sell
6,740
-28
-0.4% -$4.15K 0.05% 92
2023
Q3 		$987K Buy
6,768
+211
+3% +$32.2K 0.05% 80
2023
Q2 		$995K Sell
6,557
-250
-4% -$37.7K 0.05% 103
2023
Q1 		$1.01M Sell
6,807
-53
-0.8% -$7.58K 0.05% 89
2022
Q4 		$1.04M Sell
6,860
-14,042
-67% -$1.97M 0.05% 91
2022
Q3 		$2.64M Buy
20,902
+15,868
+315% +$2.25M 0.17% 37
2022
Q2 		$724K Sell
5,034
-60
-1% -$9.02K 0.05% 86
2022
Q1 		$778K Sell
5,094
-298
-6% -$46.6K 0.06% 97
2021
Q4 		$882K Buy
5,392
+610
+13% +$90.6K 0.06% 112
2021
Q3 		$669K Buy
4,782
+322
+7% +$45.6K 0.06% 119
2021
Q2 		$602K Sell
4,460
-30
-0.7% -$4.06K 0.05% 145
2021
Q1 		$608K Buy
4,490
+423
+10% +$55.2K 0.07% 117
2020
Q4 		$566K Buy
4,067
+31
+0.8% +$4.33K 0.06% 139
2020
Q3 		$561K Buy
4,036
+35
+0.9% +$4.65K 0.08% 98
2020
Q2 		$478K Buy
4,001
+94
+2% +$11K 0.08% 107
2020
Q1 		$430K Sell
3,907
-372
-9% -$44.6K 0.09% 97
2019
Q4 		$534K Sell
4,279
-609
-12% -$74.5K 0.1% 120
2019
Q3 		$608K Sell
4,888
-124
-2% -$14.7K 0.12% 106
2019
Q2 		$554K Buy
5,012
+147
+3% +$15.7K 0.11% 118
2019
Q1 		$506K Sell
4,865
-809
-14% -$78.8K 0.1% 136
2018
Q4 		$525K Buy
5,674
+91
+2% +$8.13K 0.11% 88
2018
Q3 		$465K Sell
5,583
-124
-2% -$10.1K 0.1% 114
2018
Q2 		$445K Buy
5,707
+441
+8% +$33.2K 0.1% 115
2018
Q1 		$417K Sell
5,266
-333
-6% -$27.8K 0.11% 133
2017
Q4 		$514K Buy
5,599
+598
+12% +$53.8K 0.13% 115
2017
Q3 		$455K Buy
+5,001
New +$455K 0.11% 111

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Merriman Wealth Management's PG Position: Q4 2024 in Review

Merriman Wealth Management reduced its Procter & Gamble (PG) stake by 5.5% in Q4 2024, selling an estimated $66.3K and leaving 6,701 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #81.

Merriman Wealth Management first reported a position in PG in Q3 2017 and has held it in 30 quarters since. The position peaked at $2.64M in Q3 2022. 4,012 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Merriman Wealth Management held 6,701 shares of Procter & Gamble worth $1.12M as of Q4 2024.
  • Merriman Wealth Management sold 389 Procter & Gamble shares in Q4 2024, an estimated $66.3K.
  • Procter & Gamble made up 0.05% of Merriman Wealth Management's portfolio in Q4 2024, its #81 holding.
  • Merriman Wealth Management first reported a position in Procter & Gamble in Q3 2017 and has held it in 30 quarters since.
  • Merriman Wealth Management's Procter & Gamble position peaked at $2.64M in Q3 2022.
  • 4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.