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Milestone Wealth’s Procter & Gamble PG Stock Holding History

Milestone 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
2022
Q3 		$92K Hold
727
– – 0.1% 76
2022
Q2 		$105K Sell
727
-137
-16% -$20.6K 0.11% 79
2022
Q1 		$141K Hold
864
– – 0.11% 73
2021
Q4 		$141K Buy
+864
New +$128K 0.11% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Milestone Wealth's PG Position: Q3 2022 in Review

Milestone Wealth held its Procter & Gamble (PG) position steady in Q3 2022 at 727 shares worth $92K. The position accounts for 0.1% of the portfolio, ranked #76.

Milestone Wealth first reported a position in PG in Q4 2021 and has held it in 4 quarters since. The position peaked at $141K in Q1 2022. 3,197 funds tracked by Wall St. Rank hold PG as of Q3 2022.

  • Milestone Wealth held 727 shares of Procter & Gamble worth $92K as of Q3 2022.
  • Milestone Wealth left its Procter & Gamble share count unchanged in Q3 2022.
  • Procter & Gamble made up 0.1% of Milestone Wealth's portfolio in Q3 2022, its #76 holding.
  • Milestone Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Procter & Gamble position peaked at $141K in Q1 2022.
  • 3,197 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.