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Peninsula Wealth’s Procter & Gamble PG Stock Holding History

Peninsula 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
2024
Q4 		$302K Buy
1,803
+315
+21% +$53.6K 0.05% 89
2024
Q3 		$256K Buy
1,488
+119
+9% +$20.2K 0.04% 87
2024
Q2 		$228K Buy
1,369
+16
+1% +$2.62K 0.04% 90
2024
Q1 		$219K Buy
+1,353
New +$212K 0.04% 88
2023
Q4 		– Sell
-2,383
Closed -$353K – 87
2023
Q3 		$353K Buy
2,383
+315
+15% +$48.1K 0.08% 59
2023
Q2 		$314K Buy
2,068
+49
+2% +$7.38K 0.08% 61
2023
Q1 		$300K Buy
2,019
+43
+2% +$6.15K 0.09% 60
2022
Q4 		$299K Buy
1,976
+227
+13% +$31.8K 0.09% 54
2022
Q3 		$221K Buy
1,749
+153
+10% +$21.7K 0.08% 65
2022
Q2 		$230K Sell
1,596
-89
-5% -$13.4K 0.08% 61
2022
Q1 		$257K Sell
1,685
-10
-0.6% -$1.56K 0.07% 58
2021
Q4 		$277K Buy
+1,695
New +$252K 0.07% 58

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
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 $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peninsula Wealth's PG Position: Q4 2024 in Review

Peninsula Wealth increased its Procter & Gamble (PG) stake by 21% in Q4 2024, buying an estimated $53.6K and bringing the position to 1,803 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #89.

Peninsula Wealth first reported a position in PG in Q4 2021 and has held it in 12 quarters since. The position peaked at $353K in Q3 2023. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Peninsula Wealth held 1,803 shares of Procter & Gamble worth $302K as of Q4 2024.
  • Peninsula Wealth bought 315 Procter & Gamble shares in Q4 2024, an estimated $53.6K.
  • Procter & Gamble made up 0.05% of Peninsula Wealth's portfolio in Q4 2024, its #89 holding.
  • Peninsula Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 12 quarters since.
  • Peninsula Wealth's Procter & Gamble position peaked at $353K in Q3 2023.
  • 4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.