Silicon Hills Wealth Management’s Procter & Gamble PG Stock Holding History

Silicon Hills Wealth Management’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	$723K	Hold	4,766	–	–	0.41%	40
2023 Q1	$709K	Sell	4,766 -9	-0.2%	-$1.29K	0.43%	42
2022 Q4	$724K	Hold	4,775	–	–	0.54%	45
2022 Q3	$603K	Sell	4,775 -2	-0%	-$284	0.48%	46
2022 Q2	$687K	Sell	4,777 -666	-12%	-$100K	0.5%	46
2022 Q1	$832K	Sell	5,443 -666	-11%	-$104K	0.53%	47
2021 Q4	$999K	Sell	6,109 -1,000	-14%	-$148K	0.62%	44
2021 Q3	$994K	Buy	7,109 +3,000	+73%	+$425K	0.68%	46
2021 Q2	$554K	Hold	4,109	–	–	0.43%	57
2021 Q1	$556K	Hold	4,109	–	–	0.5%	56
2020 Q4	$572K	Hold	4,109	–	–	0.52%	49
2020 Q3	$571K	Hold	4,109	–	–	0.59%	44
2020 Q2	$491K	Hold	4,109	–	–	0.59%	46
2020 Q1	$452K	Buy	4,109 +4,105	+102,625%	+$493K	0.6%	48
2019 Q4	$534	Buy	+4	New	+$489	0.41%	53

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Silicon Hills Wealth Management's PG Position: Q2 2023 in Review

Silicon Hills Wealth Management held its Procter & Gamble (PG) position steady in Q2 2023 at 4,766 shares worth $723K. The position accounts for 0.41% of the portfolio, ranked #40.

Silicon Hills Wealth Management first reported a position in PG in Q4 2019 and has held it in 15 quarters since. The position peaked at $999K in Q4 2021. 3,410 funds tracked by Wall St. Rank hold PG as of Q2 2023.

Silicon Hills Wealth Management held 4,766 shares of Procter & Gamble worth $723K as of Q2 2023.
Silicon Hills Wealth Management left its Procter & Gamble share count unchanged in Q2 2023.
Procter & Gamble made up 0.41% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #40 holding.
Silicon Hills Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's Procter & Gamble position peaked at $999K in Q4 2021.
3,410 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.