Professional Planning’s Procter & Gamble PG Stock Holding History

Professional Planning’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
2021 Q3	$455K	Sell	3,261 -184	-5%	-$26.1K	0.22%	70
2021 Q2	$464K	Sell	3,445 -591	-15%	-$80K	0.21%	73
2021 Q1	$546K	Sell	4,036 -5,125	-56%	-$669K	0.27%	62
2020 Q4	$1.27M	Buy	+9,161	New	+$1.28M	0.52%	37
2020 Q3	–	Sell	-8,061	Closed	-$964K	–	83
2020 Q2	$964K	Buy	+8,061	New	+$940K	0.51%	43

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Professional Planning's PG Position: Q3 2021 in Review

Professional Planning reduced its Procter & Gamble (PG) stake by 5.3% in Q3 2021, selling an estimated $26.1K and leaving 3,261 shares worth $455K. The position accounts for 0.22% of the portfolio, ranked #70.

Professional Planning first reported a position in PG in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.27M in Q4 2020. 2,937 funds tracked by Wall St. Rank hold PG as of Q3 2021.

Professional Planning held 3,261 shares of Procter & Gamble worth $455K as of Q3 2021.
Professional Planning sold 184 Procter & Gamble shares in Q3 2021, an estimated $26.1K.
Procter & Gamble made up 0.22% of Professional Planning's portfolio in Q3 2021, its #70 holding.
Professional Planning first reported a position in Procter & Gamble in Q2 2020 and has held it in 5 quarters since.
Professional Planning's Procter & Gamble position peaked at $1.27M in Q4 2020.
2,937 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.