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

One 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
2023 Q1	–	Sell	-287	Closed	-$43.5K	–	483
2022 Q4	$43.5K	Buy	+287	New	+$40.2K	0.01%	438
2021 Q2	–	Sell	-1,481	Closed	-$201K	–	184
2021 Q1	$201K	Buy	+1,481	New	+$193K	0.08%	149
2020 Q1	–	Sell	-5,757	Closed	-$719K	–	132
2019 Q4	$719K	Buy	5,757 +536	+10%	+$65.6K	0.53%	21
2019 Q3	$649K	Sell	5,221 -920	-15%	-$109K	0.57%	17
2019 Q2	$673K	Buy	6,141 +2,222	+57%	+$237K	0.56%	21
2019 Q1	$408K	Buy	3,919 +198	+5%	+$19.3K	0.33%	44
2018 Q4	$342K	Buy	3,721 +358	+11%	+$32K	0.34%	48
2018 Q3	$280K	Sell	3,363 -5,313	-61%	-$435K	0.21%	90
2018 Q2	$677K	Sell	8,676 -896	-9%	-$67.4K	0.54%	23
2018 Q1	$759K	Sell	9,572 -4,093	-30%	-$341K	0.67%	12
2017 Q4	$1.26M	Buy	+13,665	New	+$1.23M	1.02%	11

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

One Wealth Advisors's PG Position: Q1 2023 in Review

One Wealth Advisors sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 287 shares — an estimated $43.5K sold.

One Wealth Advisors first reported a position in PG in Q4 2017 and held it in 11 quarters. The position peaked at $1.26M in Q4 2017. 3,375 funds tracked by Wall St. Rank hold PG as of Q1 2023.

One Wealth Advisors reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 287 Procter & Gamble shares in Q1 2023, an estimated $43.5K.
One Wealth Advisors first reported a position in Procter & Gamble in Q4 2017 and held it in 11 quarters.
One Wealth Advisors's Procter & Gamble position peaked at $1.26M in Q4 2017.
3,375 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.