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One Plus One Wealth Management’s Procter & Gamble PG Stock Holding History

One Plus One 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
Q4 		– Sell
-1,387
Closed -$240K – 96
2024
Q3 		$240K Sell
1,387
-250
-15% -$42.4K 0.14% 78
2024
Q2 		$270K Sell
1,637
-500
-23% -$81.7K 0.15% 76
2024
Q1 		$347K Hold
2,137
– – 0.2% 77
2023
Q4 		$313K Hold
2,137
– – 0.19% 72
2023
Q3 		$312K Hold
2,137
– – 0.2% 67
2023
Q2 		$324K Sell
2,137
-185
-8% -$27.9K 0.21% 65
2023
Q1 		$345K Buy
2,322
+120
+5% +$17.2K 0.24% 61
2022
Q4 		$334K Sell
2,202
-50
-2% -$7.01K 0.23% 69
2022
Q3 		$284K Hold
2,252
– – 0.23% 65
2022
Q2 		$324K Buy
2,252
+115
+5% +$17.3K 0.25% 64
2022
Q1 		$327K Hold
2,137
– – 0.22% 67
2021
Q4 		$350K Sell
2,137
-1
-0% -$148 0.24% 64
2021
Q3 		$299K Buy
2,138
+1
+0% +$142 0.22% 62
2021
Q2 		$288K Buy
2,137
+137
+7% +$18.5K 0.2% 61
2021
Q1 		$271K Buy
+2,000
New +$261K 0.21% 66

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

One Plus One Wealth Management's PG Position: Q4 2024 in Review

One Plus One Wealth Management sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 1,387 shares — an estimated $240K sold.

One Plus One Wealth Management first reported a position in PG in Q1 2021 and held it in 15 quarters. The position peaked at $350K in Q4 2021. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • One Plus One Wealth Management reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
  • One Plus One Wealth Management sold 1,387 Procter & Gamble shares in Q4 2024, an estimated $240K.
  • One Plus One Wealth Management first reported a position in Procter & Gamble in Q1 2021 and held it in 15 quarters.
  • One Plus One Wealth Management's Procter & Gamble position peaked at $350K in Q4 2021.
  • 4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on One Plus One Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.