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Spectrum Wealth Counsel’s Procter & Gamble PG Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$282K Hold
1,655
– – 0.03% 106
2024
Q4 		$277K Hold
1,655
– – 0.03% 108
2024
Q3 		$287K Sell
1,655
-16
-1% -$2.72K 0.03% 109
2024
Q2 		$276K Hold
1,671
– – 0.03% 114
2024
Q1 		$271K Buy
1,671
+16
+1% +$2.51K 0.03% 126
2023
Q4 		$243K Buy
+1,655
New +$245K 0.03% 125

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spectrum Wealth Counsel's PG Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Procter & Gamble (PG) position steady in Q1 2025 at 1,655 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #106.

Spectrum Wealth Counsel first reported a position in PG in Q4 2023 and has held it in 6 quarters since. The position peaked at $287K in Q3 2024. 4,011 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Spectrum Wealth Counsel held 1,655 shares of Procter & Gamble worth $282K as of Q1 2025.
  • Spectrum Wealth Counsel left its Procter & Gamble share count unchanged in Q1 2025.
  • Procter & Gamble made up 0.03% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #106 holding.
  • Spectrum Wealth Counsel first reported a position in Procter & Gamble in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Procter & Gamble position peaked at $287K in Q3 2024.
  • 4,011 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.