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Source Financial Advisors’s Procter & Gamble PG Stock Holding History

Source Financial 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
Q3 		$461K Sell
2,659
-3
-0.1% -$509 0.14% 73
2024
Q2 		$439K Buy
2,662
+1
+0% +$163 0.14% 74
2024
Q1 		$432K Sell
2,661
-3
-0.1% -$471 0.13% 76
2023
Q4 		$390K Buy
2,664
+109
+4% +$16.1K 0.12% 90
2023
Q3 		$373K Buy
2,555
+30
+1% +$4.58K 0.13% 89
2023
Q2 		$383K Buy
2,525
+90
+4% +$13.6K 0.13% 93
2023
Q1 		$362K Buy
2,435
+278
+13% +$39.7K 0.12% 92
2022
Q4 		$327K Buy
2,157
+97
+5% +$13.6K 0.12% 97
2022
Q3 		$260K Sell
2,060
-52
-2% -$7.39K 0.1% 96
2022
Q2 		$304K Buy
2,112
+186
+10% +$28K 0.12% 94
2022
Q1 		$294K Buy
1,926
+61
+3% +$9.54K 0.09% 95
2021
Q4 		$305K Sell
1,865
-291
-13% -$43.2K 0.08% 94
2021
Q3 		$302K Hold
2,156
– – 0.08% 89
2021
Q2 		$291K Hold
2,156
– – 0.07% 90
2021
Q1 		$292K Buy
+2,156
New +$281K 0.08% 91

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Source Financial Advisors's PG Position: Q3 2024 in Review

Source Financial Advisors reduced its Procter & Gamble (PG) stake by 0.11% in Q3 2024, selling an estimated $509 and leaving 2,659 shares worth $461K. The position accounts for 0.14% of the portfolio, ranked #73.

Source Financial Advisors first reported a position in PG in Q1 2021 and has held it in 15 quarters since. 3,718 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • Source Financial Advisors held 2,659 shares of Procter & Gamble worth $461K as of Q3 2024.
  • Source Financial Advisors sold 3 Procter & Gamble shares in Q3 2024, an estimated $509.
  • Procter & Gamble made up 0.14% of Source Financial Advisors's portfolio in Q3 2024, its #73 holding.
  • Source Financial Advisors first reported a position in Procter & Gamble in Q1 2021 and has held it in 15 quarters since.
  • 3,718 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.