MFA Wealth Advisors’s Procter & Gamble PG Stock Holding History

MFA Wealth 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	-979	Closed	-$170K	–	298
2024 Q3	$170K	Buy	979 +35	+4%	+$5.94K	0.04%	104
2024 Q2	$156K	Buy	+944	New	+$154K	0.03%	113
2020 Q3	–	Sell	-535	Closed	-$64K	–	164
2020 Q2	$64K	Buy	+535	New	+$62.4K	0.04%	66
2019 Q2	–	Sell	-7,355	Closed	-$751K	–	48
2019 Q1	$751K	Buy	7,355 +4,390	+148%	+$427K	0.49%	34
2018 Q4	$264K	Buy	2,965 +382	+15%	+$34.1K	0.26%	32
2018 Q3	$232K	Buy	+2,583	New	+$211K	0.17%	47
2018 Q1	–	Sell	-7,835	Closed	-$681K	–	54
2017 Q4	$681K	Buy	+7,835	New	+$705K	0.46%	39

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

Norges Bank Oslo, Norway $935B AUM

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

MFA Wealth Advisors's PG Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 979 shares — an estimated $170K sold.

MFA Wealth Advisors first reported a position in PG in Q4 2017 and held it in 7 quarters. The position peaked at $751K in Q1 2019. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

MFA Wealth Advisors reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 979 Procter & Gamble shares in Q4 2024, an estimated $170K.
MFA Wealth Advisors first reported a position in Procter & Gamble in Q4 2017 and held it in 7 quarters.
MFA Wealth Advisors's Procter & Gamble position peaked at $751K in Q1 2019.
4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.