Proquility Private Wealth Partners’s Procter & Gamble PG Stock Holding History

Proquility Private Wealth Partners’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	$1.11M	Buy	6,525 +559	+9%	+$93.6K	0.34%	73
2024 Q4	$1M	Buy	5,966 +66	+1%	+$11.2K	0.32%	69
2024 Q3	$1.02M	Sell	5,900 -9	-0.2%	-$1.53K	0.33%	73
2024 Q2	$975K	Buy	5,909 +48	+0.8%	+$7.85K	0.33%	69
2024 Q1	$951K	Buy	5,861 +229	+4%	+$35.9K	0.33%	71
2023 Q4	$825K	Sell	5,632 -349	-6%	-$51.7K	0.31%	72
2023 Q3	$872K	Sell	5,981 -27	-0.4%	-$4.12K	0.36%	71
2023 Q2	$912K	Buy	6,008 +66	+1%	+$9.95K	0.36%	69
2023 Q1	$884K	Buy	+5,942	New	+$849K	0.35%	69
2021 Q1	–	Sell	-8,382	Closed	-$1.17M	–	97
2020 Q4	$1.17M	Buy	+8,382	New	+$1.17M	0.53%	50

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

Proquility Private Wealth Partners's PG Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its Procter & Gamble (PG) stake by 9.4% in Q1 2025, buying an estimated $93.6K and bringing the position to 6,525 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #73.

Proquility Private Wealth Partners first reported a position in PG in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2020. 4,011 funds tracked by Wall St. Rank hold PG as of Q1 2025.

Proquility Private Wealth Partners held 6,525 shares of Procter & Gamble worth $1.11M as of Q1 2025.
Proquility Private Wealth Partners bought 559 Procter & Gamble shares in Q1 2025, an estimated $93.6K.
Procter & Gamble made up 0.34% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #73 holding.
Proquility Private Wealth Partners first reported a position in Procter & Gamble in Q4 2020 and has held it in 10 quarters since.
Proquility Private Wealth Partners's Procter & Gamble position peaked at $1.17M in Q4 2020.
4,011 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.