Perissos Private Wealth Management’s Procter & Gamble PG Stock Holding History

Perissos Private 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
2025 Q1	–	Sell	-5,107	Closed	-$856K	–	87
2024 Q4	$856K	Sell	5,107 -196	-4%	-$33.4K	0.64%	44
2024 Q3	$919K	Sell	5,303 -97	-2%	-$16.5K	0.74%	42
2024 Q2	$891K	Buy	+5,400	New	+$883K	0.8%	38

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Perissos Private Wealth Management's PG Position: Q1 2025 in Review

Perissos Private Wealth Management sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 5,107 shares — an estimated $856K sold.

Perissos Private Wealth Management first reported a position in PG in Q2 2024 and held it in 3 quarters. The position peaked at $919K in Q3 2024. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Perissos Private Wealth Management reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
Perissos Private Wealth Management sold 5,107 Procter & Gamble shares in Q1 2025, an estimated $856K.
Perissos Private Wealth Management first reported a position in Procter & Gamble in Q2 2024 and held it in 3 quarters.
Perissos Private Wealth Management's Procter & Gamble position peaked at $919K in Q3 2024.
4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Perissos Private Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.