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

Triad 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
2023 Q3	$1.09M	Sell	7,471 -5,324	-42%	-$813K	0.38%	28
2023 Q2	$1.94M	Buy	12,795 +51	+0.4%	+$7.69K	0.8%	19
2023 Q1	$1.89M	Sell	12,744 -370	-3%	-$52.9K	0.82%	18
2022 Q4	$1.99M	Sell	13,114 -17	-0.1%	-$2.38K	0.89%	18
2022 Q3	$1.66M	Sell	13,131 -103	-0.8%	-$14.6K	0.9%	15
2022 Q2	$1.9M	Sell	13,234 -370	-3%	-$55.6K	1.05%	12
2022 Q1	$2.08M	Sell	13,604 -999	-7%	-$156K	1.11%	11
2021 Q4	$2.39M	Buy	+14,603	New	+$2.17M	1.42%	9

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

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

Triad Financial Advisors's PG Position: Q3 2023 in Review

Triad Financial Advisors reduced its Procter & Gamble (PG) stake by 42% in Q3 2023, selling an estimated $813K and leaving 7,471 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #28.

Triad Financial Advisors first reported a position in PG in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.39M in Q4 2021. 3,402 funds tracked by Wall St. Rank hold PG as of Q3 2023.

Triad Financial Advisors held 7,471 shares of Procter & Gamble worth $1.09M as of Q3 2023.
Triad Financial Advisors sold 5,324 Procter & Gamble shares in Q3 2023, an estimated $813K.
Procter & Gamble made up 0.38% of Triad Financial Advisors's portfolio in Q3 2023, its #28 holding.
Triad Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Procter & Gamble position peaked at $2.39M in Q4 2021.
3,402 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.