Relaxing Retirement Coach’s Procter & Gamble PG Stock Holding History

Relaxing Retirement Coach’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 Q2	$857K	Buy	5,646 +15	+0.3%	+$2.26K	0.26%	39
2023 Q1	$837K	Hold	5,631	–	–	0.28%	38
2022 Q4	$853K	Buy	5,631 +2,059	+58%	+$289K	0.32%	38
2022 Q3	$450K	Hold	3,572	–	–	0.21%	39
2022 Q2	$514K	Hold	3,572	–	–	0.26%	36
2022 Q1	$546K	Hold	3,572	–	–	0.28%	34
2021 Q4	$584K	Buy	+3,572	New	+$530K	0.34%	33
2020 Q4	–	Sell	-3,572	Closed	-$496K	–	53
2020 Q3	$496K	Buy	+3,572	New	+$474K	0.22%	43
2020 Q2	–	Sell	-3,572	Closed	-$393K	–	47
2020 Q1	$393K	Hold	3,572	–	–	0.24%	41
2019 Q4	$446K	Hold	3,572	–	–	0.13%	44
2019 Q3	$444K	Hold	3,572	–	–	0.14%	43
2019 Q2	$392K	Hold	3,572	–	–	0.12%	45
2019 Q1	$372K	Hold	3,572	–	–	0.12%	45
2018 Q4	$328K	Sell	3,572 -656	-16%	-$58.6K	0.11%	45
2018 Q3	$352K	Buy	+4,228	New	+$346K	0.11%	45
2018 Q2	–	Sell	-4,228	Closed	-$335K	–	52
2018 Q1	$335K	Hold	4,228	–	–	0.11%	47
2017 Q4	$388K	Buy	+4,228	New	+$380K	0.13%	47

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Relaxing Retirement Coach's PG Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Procter & Gamble (PG) stake by 0.27% in Q2 2023, buying an estimated $2.26K and bringing the position to 5,646 shares worth $857K. The position accounts for 0.26% of the portfolio, ranked #39.

Relaxing Retirement Coach first reported a position in PG in Q4 2017 and has held it in 17 quarters since. 3,412 funds tracked by Wall St. Rank hold PG as of Q2 2023.

Relaxing Retirement Coach held 5,646 shares of Procter & Gamble worth $857K as of Q2 2023.
Relaxing Retirement Coach bought 15 Procter & Gamble shares in Q2 2023, an estimated $2.26K.
Procter & Gamble made up 0.26% of Relaxing Retirement Coach's portfolio in Q2 2023, its #39 holding.
Relaxing Retirement Coach first reported a position in Procter & Gamble in Q4 2017 and has held it in 17 quarters since.
3,412 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.