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

Monterey 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
2025
Q1 		$377K Sell
2,213
-22
-1% -$3.69K 0.11% 81
2024
Q4 		$375K Sell
2,235
-6
-0.3% -$1.02K 0.12% 78
2024
Q3 		$388K Sell
2,241
-921
-29% -$156K 0.13% 71
2024
Q2 		$521K Buy
3,162
+48
+2% +$7.85K 0.19% 57
2024
Q1 		$505K Sell
3,114
-200
-6% -$31.4K 0.2% 56
2023
Q4 		$486K Buy
3,314
+7
+0.2% +$1.04K 0.22% 53
2023
Q3 		$482K Buy
3,307
+7
+0.2% +$1.07K 0.24% 53
2023
Q2 		$501K Buy
3,300
+6
+0.2% +$904 0.24% 52
2023
Q1 		$490K Buy
3,294
+9
+0.3% +$1.29K 0.25% 54
2022
Q4 		$498K Buy
3,285
+274
+9% +$38.4K 0.27% 49
2022
Q3 		$388K Buy
3,011
+33
+1% +$4.69K 0.23% 57
2022
Q2 		$428K Buy
2,978
+306
+11% +$46K 0.24% 54
2022
Q1 		$413K Buy
2,672
+6
+0.2% +$939 0.2% 71
2021
Q4 		$436K Sell
2,666
-321
-11% -$47.7K 0.22% 65
2021
Q3 		$416K Buy
2,987
+90
+3% +$12.8K 0.23% 61
2021
Q2 		$391K Buy
2,897
+6
+0.2% +$812 0.22% 60
2021
Q1 		$380K Buy
2,891
+5
+0.2% +$652 0.21% 55
2020
Q4 		$401K Sell
2,886
-419
-13% -$58.6K 0.23% 53
2020
Q3 		$459K Sell
3,305
-1,234
-27% -$164K 0.3% 44
2020
Q2 		$543K Buy
4,539
+39
+0.9% +$4.55K 0.39% 36
2020
Q1 		$495K Sell
4,500
-262
-6% -$31.4K 0.42% 32
2019
Q4 		$595K Buy
+4,762
New +$583K 0.48% 32

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monterey Private Wealth's PG Position: Q1 2025 in Review

Monterey Private Wealth reduced its Procter & Gamble (PG) stake by 0.98% in Q1 2025, selling an estimated $3.69K and leaving 2,213 shares worth $377K. The position accounts for 0.11% of the portfolio, ranked #81.

Monterey Private Wealth first reported a position in PG in Q4 2019 and has held it in 22 quarters since. The position peaked at $595K in Q4 2019. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Monterey Private Wealth held 2,213 shares of Procter & Gamble worth $377K as of Q1 2025.
  • Monterey Private Wealth sold 22 Procter & Gamble shares in Q1 2025, an estimated $3.69K.
  • Procter & Gamble made up 0.11% of Monterey Private Wealth's portfolio in Q1 2025, its #81 holding.
  • Monterey Private Wealth first reported a position in Procter & Gamble in Q4 2019 and has held it in 22 quarters since.
  • Monterey Private Wealth's Procter & Gamble position peaked at $595K in Q4 2019.
  • 4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.