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

Mittelman 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
Q3 		– Sell
-5,814
Closed -$959K – 60
2024
Q2 		$959K Buy
5,814
+616
+12% +$101K 0.62% 37
2024
Q1 		$843K Buy
+5,198
New +$815K 0.57% 39

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mittelman Wealth Management's PG Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Procter & Gamble (PG) in Q3 2024, closing a stake of 5,814 shares — an estimated $959K sold.

Mittelman Wealth Management first reported a position in PG in Q1 2024 and held it in 2 quarters. The position peaked at $959K in Q2 2024. 3,719 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Procter & Gamble position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 5,814 Procter & Gamble shares in Q3 2024, an estimated $959K.
  • Mittelman Wealth Management first reported a position in Procter & Gamble in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Procter & Gamble position peaked at $959K in Q2 2024.
  • 3,719 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.