Peterson Wealth Management’s Procter & Gamble PG Stock Holding History

Peterson 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
2023 Q2	–	Sell	-5,885	Closed	-$875K	–	70
2023 Q1	$875K	Sell	5,885 -11	-0.2%	-$1.57K	0.84%	33
2022 Q4	$894K	Sell	5,896 -176	-3%	-$24.7K	0.91%	28
2022 Q3	$767K	Buy	6,072 +665	+12%	+$94.5K	0.72%	36
2022 Q2	$777K	Buy	+5,407	New	+$813K	1%	29
2021 Q1	–	Sell	-1,948	Closed	-$271K	–	49
2020 Q4	$271K	Sell	1,948 -24	-1%	-$3.35K	0.22%	41
2020 Q3	$274K	Sell	1,972 -571	-22%	-$75.8K	0.24%	41
2020 Q2	$304K	Buy	2,543 +266	+12%	+$31K	0.3%	40
2020 Q1	$250K	Buy	2,277 +145	+7%	+$17.4K	0.3%	37
2019 Q4	$266K	Buy	+2,132	New	+$261K	0.24%	35

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Peterson Wealth Management's PG Position: Q2 2023 in Review

Peterson Wealth Management sold out of Procter & Gamble (PG) in Q2 2023, closing a stake of 5,885 shares — an estimated $875K sold.

Peterson Wealth Management first reported a position in PG in Q4 2019 and held it in 9 quarters. The position peaked at $894K in Q4 2022. 3,409 funds tracked by Wall St. Rank hold PG as of Q2 2023.

Peterson Wealth Management reported no remaining Procter & Gamble position as of Q2 2023 after selling out during the quarter.
Peterson Wealth Management sold 5,885 Procter & Gamble shares in Q2 2023, an estimated $875K.
Peterson Wealth Management first reported a position in Procter & Gamble in Q4 2019 and held it in 9 quarters.
Peterson Wealth Management's Procter & Gamble position peaked at $894K in Q4 2022.
3,409 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on Peterson Wealth Management's 13F filing for Q2 2023, filed 17 Aug 2023.