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

Regal 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
2023 Q4	$314K	Hold	2,112	–	–	0.19%	35
2023 Q3	$308K	Hold	2,112	–	–	0.21%	34
2023 Q2	$314K	Hold	2,112	–	–	0.21%	36
2023 Q1	$319K	Hold	2,112	–	–	0.23%	38
2022 Q4	$320K	Hold	2,112	–	–	0.24%	33
2022 Q3	$274K	Hold	2,112	–	–	0.21%	35
2022 Q2	$304K	Hold	2,112	–	–	0.22%	38
2022 Q1	$337K	Sell	2,112 -91	-4%	-$14.2K	0.21%	40
2021 Q4	$360K	Hold	2,203	–	–	0.2%	42
2021 Q3	$308K	Hold	2,203	–	–	0.19%	43
2021 Q2	$297K	Hold	2,203	–	–	0.18%	45
2021 Q1	$298K	Hold	2,203	–	–	0.18%	40
2020 Q4	$307K	Hold	2,203	–	–	0.19%	37
2020 Q3	$306K	Hold	2,203	–	–	0.24%	36
2020 Q2	$263K	Hold	2,203	–	–	0.22%	36
2020 Q1	$242K	Sell	2,203 -143	-6%	-$17.2K	0.24%	34
2019 Q4	$293K	Buy	2,346 +143	+6%	+$17.5K	0.19%	35
2019 Q3	$274K	Hold	2,203	–	–	0.19%	34
2019 Q2	$242K	Hold	2,203	–	–	0.17%	37
2019 Q1	$229K	Hold	2,203	–	–	0.16%	37
2018 Q4	$203K	Hold	2,203	–	–	0.19%	38
2018 Q3	$183K	Hold	2,203	–	–	0.13%	44
2018 Q2	$172K	Hold	2,203	–	–	0.18%	43
2018 Q1	$175K	Hold	2,203	–	–	0.14%	45
2017 Q4	$202K	Hold	2,203	–	–	0.14%	43
2017 Q3	$200K	Hold	2,203	–	–	0.15%	41
2017 Q2	$192K	Hold	2,203	–	–	0.15%	42
2017 Q1	$198K	Hold	2,203	–	–	0.15%	42
2016 Q4	$185K	Hold	2,203	–	–	0.15%	44
2016 Q3	$198K	Hold	2,203	–	–	0.18%	32
2016 Q2	$187K	Hold	2,203	–	–	0.18%	34
2016 Q1	$181K	Hold	2,203	–	–	0.17%	33
2015 Q4	$175K	Buy	+2,203	New	+$168K	0.17%	31

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Regal Wealth Group's PG Position: Q4 2023 in Review

Regal Wealth Group held its Procter & Gamble (PG) position steady in Q4 2023 at 2,112 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #35.

Regal Wealth Group first reported a position in PG in Q4 2015 and has held it in 33 quarters since. The position peaked at $360K in Q4 2021. 3,579 funds tracked by Wall St. Rank hold PG as of Q4 2023.

Regal Wealth Group held 2,112 shares of Procter & Gamble worth $314K as of Q4 2023.
Regal Wealth Group left its Procter & Gamble share count unchanged in Q4 2023.
Procter & Gamble made up 0.19% of Regal Wealth Group's portfolio in Q4 2023, its #35 holding.
Regal Wealth Group first reported a position in Procter & Gamble in Q4 2015 and has held it in 33 quarters since.
Regal Wealth Group's Procter & Gamble position peaked at $360K in Q4 2021.
3,579 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.