Platte River Wealth Advisors’s Procter & Gamble PG Stock Holding History

Platte River Wealth Advisors’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 Q3	$468K	Hold	2,700	–	–	0.13%	65
2024 Q2	$445K	Hold	2,700	–	–	0.12%	66
2024 Q1	$438K	Sell	2,700 -37	-1%	-$5.8K	0.12%	67
2023 Q4	$401K	Sell	2,737 -10	-0.4%	-$1.48K	0.13%	71
2023 Q3	$401K	Sell	2,747 -156	-5%	-$23.8K	0.15%	69
2023 Q2	$441K	Hold	2,903	–	–	0.15%	69
2023 Q1	$432K	Hold	2,903	–	–	0.17%	64
2022 Q4	$440K	Hold	2,903	–	–	0.19%	63
2022 Q3	$367K	Buy	2,903 +475	+20%	+$67.5K	0.16%	65
2022 Q2	$349K	Hold	2,428	–	–	0.15%	68
2022 Q1	$371K	Hold	2,428	–	–	0.14%	71
2021 Q4	$385K	Sell	2,428 -163	-6%	-$24.2K	0.13%	72
2021 Q3	$362K	Buy	2,591 +33	+1%	+$4.68K	0.13%	73
2021 Q2	$345K	Sell	2,558 -44	-2%	-$5.95K	0.13%	76
2021 Q1	$357K	Sell	2,602 -40	-2%	-$5.22K	0.15%	71
2020 Q4	$346K	Hold	2,642	–	–	0.15%	74
2020 Q3	$367K	Buy	2,642 +40	+2%	+$5.31K	0.19%	68
2020 Q2	$316K	Buy	+2,602	New	+$303K	0.17%	75
2019 Q4	$286K	Buy	+2,295	New	+$281K	0.15%	109

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

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

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

Platte River Wealth Advisors's PG Position: Q3 2024 in Review

Platte River Wealth Advisors held its Procter & Gamble (PG) position steady in Q3 2024 at 2,700 shares worth $468K. The position accounts for 0.13% of the portfolio, ranked #65.

Platte River Wealth Advisors first reported a position in PG in Q4 2019 and has held it in 19 quarters since. 3,719 funds tracked by Wall St. Rank hold PG as of Q3 2024.

Platte River Wealth Advisors held 2,700 shares of Procter & Gamble worth $468K as of Q3 2024.
Platte River Wealth Advisors left its Procter & Gamble share count unchanged in Q3 2024.
Procter & Gamble made up 0.13% of Platte River Wealth Advisors's portfolio in Q3 2024, its #65 holding.
Platte River Wealth Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 19 quarters since.
3,719 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.