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Vivid Wealth Management’s Procter & Gamble PG Stock Holding History

Vivid 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
2025
Q1 		– Sell
-1,389
Closed -$233K – 71
2024
Q4 		$233K Buy
1,389
+203
+17% +$34.6K 0.12% 58
2024
Q3 		$205K Sell
1,186
-864
-42% -$147K 0.11% 59
2024
Q2 		$338K Sell
2,050
-6,230
-75% -$1.02M 0.19% 58
2024
Q1 		$1.34M Sell
8,280
-202
-2% -$31.7K 0.84% 24
2023
Q4 		$1.24M Buy
+8,482
New +$1.26M 0.84% 24

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

Vivid Wealth Management's PG Position: Q1 2025 in Review

Vivid Wealth Management sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 1,389 shares — an estimated $233K sold.

Vivid Wealth Management first reported a position in PG in Q4 2023 and held it in 5 quarters. The position peaked at $1.34M in Q1 2024. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Vivid Wealth Management reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
  • Vivid Wealth Management sold 1,389 Procter & Gamble shares in Q1 2025, an estimated $233K.
  • Vivid Wealth Management first reported a position in Procter & Gamble in Q4 2023 and held it in 5 quarters.
  • Vivid Wealth Management's Procter & Gamble position peaked at $1.34M in Q1 2024.
  • 4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Vivid Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.