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Piershale Financial Group’s Procter & Gamble PG Stock Holding History

Piershale Financial Group’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 		$242K Buy
1,595
+6
+0.4% +$904 0.15% 15
2023
Q1 		$236K Buy
1,589
+6
+0.4% +$858 0.19% 10
2022
Q4 		$240K Sell
1,583
-95
-6% -$13.3K 0.2% 9
2022
Q3 		$212K Buy
1,678
+5
+0.3% +$710 0.16% 11
2022
Q2 		$241K Buy
1,673
+5
+0.3% +$751 0.22% 8
2022
Q1 		$255K Buy
1,668
+5
+0.3% +$782 0.23% 10
2021
Q4 		$272K Sell
1,663
-183
-10% -$27.2K 0.1% 20
2021
Q3 		$258K Buy
1,846
+5
+0.3% +$709 0.11% 28
2021
Q2 		$248K Buy
1,841
+57
+3% +$7.71K 0.1% 27
2021
Q1 		$242K Buy
1,784
+32
+2% +$4.17K 0.1% 28
2020
Q4 		$244K Buy
1,752
+14
+0.8% +$1.96K 0.12% 25
2020
Q3 		$242K Buy
1,738
+5
+0.3% +$664 0.14% 15
2020
Q2 		$207K Buy
+1,733
New +$202K 0.12% 20
2020
Q1 		– Sell
-1,723
Closed -$215K – 14
2019
Q4 		$215K Buy
1,723
+5
+0.3% +$612 0.11% 18
2019
Q3 		$214K Buy
+1,718
New +$203K 0.12% 17
2019
Q2 		– Sell
-2,159
Closed -$225K – 23
2019
Q1 		$225K Buy
+2,159
New +$210K 0.13% 19
2016
Q4 		– Sell
-256
Closed -$23K – 104
2016
Q3 		$23K Hold
256
– – 0.02% 60
2016
Q2 		$22K Buy
256
+201
+365% +$16.5K 0.02% 61
2016
Q1 		$5K Hold
55
– – ﹤0.01% 102
2015
Q4 		$4K Hold
55
– – ﹤0.01% 156
2015
Q3 		$4K Buy
+55
New +$4.12K ﹤0.01% 102
2015
Q2 		– Sell
-54
Closed -$4K – 133
2015
Q1 		$4K Sell
54
-124
-70% -$10.7K ﹤0.01% 103
2014
Q4 		$16K Buy
178
+125
+236% +$11K 0.01% 82
2014
Q3 		$4K Buy
53
+1
+2% +$82 ﹤0.01% 105
2014
Q2 		$4K Hold
52
– – ﹤0.01% 119
2014
Q1 		$4K Buy
+52
New +$4.1K ﹤0.01% 101

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Piershale Financial Group's PG Position: Q2 2023 in Review

Piershale Financial Group increased its Procter & Gamble (PG) stake by 0.38% in Q2 2023, buying an estimated $904 and bringing the position to 1,595 shares worth $242K. The position accounts for 0.15% of the portfolio, ranked #15.

Piershale Financial Group first reported a position in PG in Q1 2014 and has held it in 26 quarters since. The position peaked at $272K in Q4 2021. 3,410 funds tracked by Wall St. Rank hold PG as of Q2 2023.

  • Piershale Financial Group held 1,595 shares of Procter & Gamble worth $242K as of Q2 2023.
  • Piershale Financial Group bought 6 Procter & Gamble shares in Q2 2023, an estimated $904.
  • Procter & Gamble made up 0.15% of Piershale Financial Group's portfolio in Q2 2023, its #15 holding.
  • Piershale Financial Group first reported a position in Procter & Gamble in Q1 2014 and has held it in 26 quarters since.
  • Piershale Financial Group's Procter & Gamble position peaked at $272K in Q4 2021.
  • 3,410 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.