Paragon Wealth Strategies’s Procter & Gamble PG Stock Holding History

Paragon Wealth Strategies’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	-276	Closed	-$41.9K	–	178
2022 Q4	$41.9K	Buy	276 +229	+487%	+$32.1K	0.05%	69
2022 Q3	$6K	Buy	+47	New	+$6.68K	0.01%	127
2021 Q3	–	Sell	-244	Closed	-$33K	–	216
2021 Q2	$33K	Buy	+244	New	+$33K	0.01%	101

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

Paragon Wealth Strategies's PG Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 276 shares — an estimated $41.9K sold.

Paragon Wealth Strategies first reported a position in PG in Q2 2021 and held it in 3 quarters. The position peaked at $41.9K in Q4 2022. 3,375 funds tracked by Wall St. Rank hold PG as of Q1 2023.

Paragon Wealth Strategies reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 276 Procter & Gamble shares in Q1 2023, an estimated $41.9K.
Paragon Wealth Strategies first reported a position in Procter & Gamble in Q2 2021 and held it in 3 quarters.
Paragon Wealth Strategies's Procter & Gamble position peaked at $41.9K in Q4 2022.
3,375 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.