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

Teamwork 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 Q2	–	Sell	-6,853	Closed	-$1.11M	–	179
2024 Q1	$1.11M	Sell	6,853 -6,846	-50%	-$1.07M	0.17%	72
2023 Q4	$2.01M	Sell	13,699 -3,770	-22%	-$558K	0.34%	43
2023 Q3	$2.55M	Buy	17,469 +5,208	+42%	+$795K	0.42%	42
2023 Q2	$1.86M	Sell	12,261 -136	-1%	-$20.5K	0.3%	55
2023 Q1	$1.84M	Buy	12,397 +949	+8%	+$136K	0.34%	49
2022 Q4	$1.74M	Sell	11,448 -1,933	-14%	-$271K	0.35%	46
2022 Q3	$1.69M	Sell	13,381 -4,719	-26%	-$670K	0.36%	46
2022 Q2	$2.6M	Sell	18,100 -3,861	-18%	-$580K	0.57%	38
2022 Q1	$3.36M	Buy	+21,961	New	+$3.44M	0.63%	33
2021 Q4	–	Sell	-1,693	Closed	-$237K	–	305
2021 Q3	$237K	Buy	+1,693	New	+$240K	0.05%	245

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Teamwork Financial Advisors's PG Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Procter & Gamble (PG) in Q2 2024, closing a stake of 6,853 shares — an estimated $1.11M sold.

Teamwork Financial Advisors first reported a position in PG in Q3 2021 and held it in 10 quarters. The position peaked at $3.36M in Q1 2022. 3,652 funds tracked by Wall St. Rank hold PG as of Q2 2024.

Teamwork Financial Advisors reported no remaining Procter & Gamble position as of Q2 2024 after selling out during the quarter.
Teamwork Financial Advisors sold 6,853 Procter & Gamble shares in Q2 2024, an estimated $1.11M.
Teamwork Financial Advisors first reported a position in Procter & Gamble in Q3 2021 and held it in 10 quarters.
Teamwork Financial Advisors's Procter & Gamble position peaked at $3.36M in Q1 2022.
3,652 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.