Wallace Advisory Group’s Procter & Gamble PG Stock Holding History

Wallace Advisory Group’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 Q4	–	Sell	-2,969	Closed	-$490K	–	192
2024 Q3	$490K	Sell	2,969 -38	-1%	-$6.45K	0.36%	71
2024 Q2	$496K	Buy	3,007 +144	+5%	+$23.5K	0.36%	69
2024 Q1	$420K	Sell	2,863 -13	-0.5%	-$2.04K	0.32%	89
2023 Q4	$419K	Buy	2,876 +693	+32%	+$103K	0.33%	79
2023 Q3	$331K	Buy	2,183 +229	+12%	+$35K	0.24%	112
2023 Q2	$291K	Hold	1,954	–	–	0.22%	117
2023 Q1	$291K	Buy	+1,954	New	+$279K	0.22%	117

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

Norges Bank Oslo, Norway $935B AUM

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Wallace Advisory Group's PG Position: Q4 2024 in Review

Wallace Advisory Group sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 2,969 shares — an estimated $490K sold.

Wallace Advisory Group first reported a position in PG in Q1 2023 and held it in 7 quarters. The position peaked at $496K in Q2 2024. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Wallace Advisory Group reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
Wallace Advisory Group sold 2,969 Procter & Gamble shares in Q4 2024, an estimated $490K.
Wallace Advisory Group first reported a position in Procter & Gamble in Q1 2023 and held it in 7 quarters.
Wallace Advisory Group's Procter & Gamble position peaked at $496K in Q2 2024.
4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Wallace Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.