Ratio Wealth Group’s Procter & Gamble PG Stock Holding History

Ratio Wealth 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
2024 Q1	$850K	Sell	5,240 -38	-0.7%	-$5.96K	0.16%	51
2023 Q4	$773K	Buy	5,278 +38	+0.7%	+$5.63K	0.17%	49
2023 Q3	$764K	Hold	5,240	–	–	0.19%	46
2023 Q2	$795K	Buy	+5,240	New	+$790K	0.2%	45
2022 Q4	$768K	Sell	5,069 -55	-1%	-$7.71K	0.22%	39
2022 Q3	$647K	Buy	+5,124	New	+$728K	0.21%	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

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

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

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

Ratio Wealth Group's PG Position: Q1 2024 in Review

Ratio Wealth Group reduced its Procter & Gamble (PG) stake by 0.72% in Q1 2024, selling an estimated $5.96K and leaving 5,240 shares worth $850K. The position accounts for 0.16% of the portfolio, ranked #51.

Ratio Wealth Group first reported a position in PG in Q3 2022 and has held it in 6 quarters since. 3,648 funds tracked by Wall St. Rank hold PG as of Q1 2024.

Ratio Wealth Group held 5,240 shares of Procter & Gamble worth $850K as of Q1 2024.
Ratio Wealth Group sold 38 Procter & Gamble shares in Q1 2024, an estimated $5.96K.
Procter & Gamble made up 0.16% of Ratio Wealth Group's portfolio in Q1 2024, its #51 holding.
Ratio Wealth Group first reported a position in Procter & Gamble in Q3 2022 and has held it in 6 quarters since.
3,648 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.