TWM
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TMD Wealth Management’s Procter & Gamble PG Stock Holding History

TMD 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
2024
Q2 		$255K Sell
1,546
-358
-19% -$58.5K 0.06% 49
2024
Q1 		$309K Sell
1,904
-282
-13% -$44.2K 0.07% 46
2023
Q4 		$320K Sell
2,186
-307
-12% -$45.5K 0.08% 43
2023
Q3 		$364K Buy
2,493
+9
+0.4% +$1.38K 0.1% 42
2023
Q2 		$377K Buy
+2,484
New +$374K 0.1% 39

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TMD Wealth Management's PG Position: Q2 2024 in Review

TMD Wealth Management reduced its Procter & Gamble (PG) stake by 19% in Q2 2024, selling an estimated $58.5K and leaving 1,546 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #49.

TMD Wealth Management first reported a position in PG in Q2 2023 and has held it in 5 quarters since. The position peaked at $377K in Q2 2023. 3,652 funds tracked by Wall St. Rank hold PG as of Q2 2024.

  • TMD Wealth Management held 1,546 shares of Procter & Gamble worth $255K as of Q2 2024.
  • TMD Wealth Management sold 358 Procter & Gamble shares in Q2 2024, an estimated $58.5K.
  • Procter & Gamble made up 0.06% of TMD Wealth Management's portfolio in Q2 2024, its #49 holding.
  • TMD Wealth Management first reported a position in Procter & Gamble in Q2 2023 and has held it in 5 quarters since.
  • TMD Wealth Management's Procter & Gamble position peaked at $377K in Q2 2023.
  • 3,652 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.