MGO Private Wealth’s Procter & Gamble PG Stock Holding History

MGO Private 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
2024 Q4	–	Sell	-1,199	Closed	-$208K	–	62
2024 Q3	$208K	Sell	1,199 -932	-44%	-$158K	0.15%	58
2024 Q2	$351K	Sell	2,131 -31	-1%	-$5.07K	0.22%	57
2024 Q1	$351K	Hold	2,162	–	–	0.22%	56
2023 Q4	$317K	Buy	2,162 +6	+0.3%	+$889	0.22%	56
2023 Q3	$314K	Buy	2,156 +733	+52%	+$112K	0.23%	54
2023 Q2	$216K	Buy	+1,423	New	+$214K	0.16%	62
2023 Q1	–	Sell	-1,651	Closed	-$250K	–	110
2022 Q4	$250K	Sell	1,651 -67	-4%	-$9.39K	0.11%	107
2022 Q3	$217K	Buy	+1,718	New	+$244K	0.1%	123

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

MGO Private Wealth's PG Position: Q4 2024 in Review

MGO Private Wealth sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 1,199 shares — an estimated $208K sold.

MGO Private Wealth first reported a position in PG in Q3 2022 and held it in 8 quarters. The position peaked at $351K in Q2 2024. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

MGO Private Wealth reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
MGO Private Wealth sold 1,199 Procter & Gamble shares in Q4 2024, an estimated $208K.
MGO Private Wealth first reported a position in Procter & Gamble in Q3 2022 and held it in 8 quarters.
MGO Private Wealth's Procter & Gamble position peaked at $351K in Q2 2024.
4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on MGO Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.