SWP
PG icon

Significant Wealth Partners’s Procter & Gamble PG Stock Holding History

Significant 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
2024
Q4 		– Sell
-1,668
Closed -$289K – 114
2024
Q3 		$289K Buy
1,668
+211
+14% +$35.8K 0.15% 54
2024
Q2 		$240K Sell
1,457
-1,735
-54% -$284K 0.14% 55
2024
Q1 		$518K Sell
3,192
-1,856
-37% -$291K 0.34% 76
2023
Q4 		$740K Buy
+5,048
New +$748K 0.54% 55

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Significant Wealth Partners's PG Position: Q4 2024 in Review

Significant Wealth Partners sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 1,668 shares — an estimated $289K sold.

Significant Wealth Partners first reported a position in PG in Q4 2023 and held it in 4 quarters. The position peaked at $740K in Q4 2023. 4,012 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Significant Wealth Partners reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 1,668 Procter & Gamble shares in Q4 2024, an estimated $289K.
  • Significant Wealth Partners first reported a position in Procter & Gamble in Q4 2023 and held it in 4 quarters.
  • Significant Wealth Partners's Procter & Gamble position peaked at $740K in Q4 2023.
  • 4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.