ML&R Wealth Management’s Procter & Gamble PG Stock Holding History

ML&R 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 Q1	$378K	Buy	2,327 +68	+3%	+$10.7K	0.09%	50
2023 Q4	$331K	Buy	2,259 +35	+2%	+$5.18K	0.08%	59
2023 Q3	$324K	Buy	2,224 +478	+27%	+$73K	0.08%	51
2023 Q2	$265K	Hold	1,746	–	–	0.06%	78
2023 Q1	$260K	Buy	1,746 +251	+17%	+$35.9K	0.07%	55
2022 Q4	$227K	Buy	+1,495	New	+$210K	0.07%	51
2022 Q3	–	Sell	-1,598	Closed	-$230K	–	69
2022 Q2	$230K	Buy	1,598 +167	+12%	+$25.1K	0.1%	44
2022 Q1	$219K	Buy	+1,431	New	+$224K	0.08%	45

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ML&R Wealth Management's PG Position: Q1 2024 in Review

ML&R Wealth Management increased its Procter & Gamble (PG) stake by 3% in Q1 2024, buying an estimated $10.7K and bringing the position to 2,327 shares worth $378K. The position accounts for 0.09% of the portfolio, ranked #50.

ML&R Wealth Management first reported a position in PG in Q1 2022 and has held it in 8 quarters since. 3,648 funds tracked by Wall St. Rank hold PG as of Q1 2024.

ML&R Wealth Management held 2,327 shares of Procter & Gamble worth $378K as of Q1 2024.
ML&R Wealth Management bought 68 Procter & Gamble shares in Q1 2024, an estimated $10.7K.
Procter & Gamble made up 0.09% of ML&R Wealth Management's portfolio in Q1 2024, its #50 holding.
ML&R Wealth Management first reported a position in Procter & Gamble in Q1 2022 and has held it in 8 quarters since.
3,648 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.