Moser Wealth Advisors’s Procter & Gamble PG Stock Holding History

Moser Wealth Advisors’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 Q4	–	Sell	-100	Closed	-$13K	–	145
2022 Q3	$13K	Hold	100	–	–	0.01%	106
2022 Q2	$14K	Hold	100	–	–	0.01%	105
2022 Q1	$15K	Hold	100	–	–	0.01%	106
2021 Q4	$16K	Hold	100	–	–	0.01%	107
2021 Q3	$14K	Hold	100	–	–	0.01%	107
2021 Q2	$13K	Hold	100	–	–	0.01%	110
2021 Q1	$14K	Hold	100	–	–	0.01%	100
2020 Q4	$14K	Hold	100	–	–	0.01%	100
2020 Q3	$14K	Hold	100	–	–	0.01%	102
2020 Q2	$12K	Hold	100	–	–	0.01%	100
2020 Q1	$11K	Hold	100	–	–	0.01%	105
2019 Q4	$12K	Buy	+100	New	+$12.2K	0.01%	122

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Moser Wealth Advisors's PG Position: Q4 2022 in Review

Moser Wealth Advisors sold out of Procter & Gamble (PG) in Q4 2022, closing a stake of 100 shares — an estimated $13K sold.

Moser Wealth Advisors first reported a position in PG in Q4 2019 and held it in 12 quarters. The position peaked at $16K in Q4 2021. 3,398 funds tracked by Wall St. Rank hold PG as of Q4 2022.

Moser Wealth Advisors reported no remaining Procter & Gamble position as of Q4 2022 after selling out during the quarter.
Moser Wealth Advisors sold 100 Procter & Gamble shares in Q4 2022, an estimated $13K.
Moser Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and held it in 12 quarters.
Moser Wealth Advisors's Procter & Gamble position peaked at $16K in Q4 2021.
3,398 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Moser Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.