RE Dickinson Investment Advisors’s Procter & Gamble PG Stock Holding History

RE Dickinson Investment 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 Q4	$325K	Hold	1,938	–	–	0.18%	37
2024 Q3	$336K	Hold	1,938	–	–	0.19%	36
2024 Q2	$320K	Hold	1,938	–	–	0.19%	36
2024 Q1	$314K	Hold	1,938	–	–	0.2%	34
2023 Q4	$284K	Hold	1,938	–	–	0.19%	37
2023 Q3	$283K	Sell	1,938 -15	-0.8%	-$2.29K	0.2%	36
2023 Q2	$296K	Buy	1,953 +15	+0.8%	+$2.26K	0.11%	69
2023 Q1	$288K	Hold	1,938	–	–	0.1%	77
2022 Q4	$294K	Hold	1,938	–	–	0.12%	65
2022 Q3	$245K	Buy	1,938 +600	+45%	+$85.2K	0.2%	36
2022 Q2	$192K	Hold	1,338	–	–	0.03%	43
2022 Q1	$204K	Buy	1,338 +133	+11%	+$20.8K	0.14%	45
2021 Q4	$197K	Buy	+1,205	New	+$179K	0.15%	39

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RE Dickinson Investment Advisors's PG Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Procter & Gamble (PG) position steady in Q4 2024 at 1,938 shares worth $325K. The position accounts for 0.18% of the portfolio, ranked #37.

RE Dickinson Investment Advisors first reported a position in PG in Q4 2021 and has held it in 13 quarters since. The position peaked at $336K in Q3 2024. 4,016 funds tracked by Wall St. Rank hold PG as of Q4 2024.

RE Dickinson Investment Advisors held 1,938 shares of Procter & Gamble worth $325K as of Q4 2024.
RE Dickinson Investment Advisors left its Procter & Gamble share count unchanged in Q4 2024.
Procter & Gamble made up 0.18% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #37 holding.
RE Dickinson Investment Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Procter & Gamble position peaked at $336K in Q3 2024.
4,016 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.