WC Walker & Associates’s Procter & Gamble PG Stock Holding History

WC Walker & Associates’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
2022 Q4	$277K	Buy	1,972 +448	+29%	+$62.8K	0.15%	68
2022 Q3	$201K	Hold	1,524	–	–	0.11%	74
2022 Q2	$221K	Hold	1,524	–	–	0.13%	67
2022 Q1	$243K	Hold	1,524	–	–	0.13%	67
2021 Q4	$244K	Hold	1,524	–	–	0.12%	64
2021 Q3	$213K	Sell	1,524 -182	-11%	-$25.8K	0.11%	64
2021 Q2	$232K	Hold	1,706	–	–	0.12%	63
2021 Q1	$233K	Hold	1,706	–	–	0.13%	61
2020 Q4	$217K	Buy	+1,706	New	+$238K	0.12%	62

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WC Walker & Associates's PG Position: Q4 2022 in Review

WC Walker & Associates increased its Procter & Gamble (PG) stake by 29% in Q4 2022, buying an estimated $62.8K and bringing the position to 1,972 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #68.

WC Walker & Associates first reported a position in PG in Q4 2020 and has held it in 9 quarters since. 3,398 funds tracked by Wall St. Rank hold PG as of Q4 2022.

WC Walker & Associates held 1,972 shares of Procter & Gamble worth $277K as of Q4 2022.
WC Walker & Associates bought 448 Procter & Gamble shares in Q4 2022, an estimated $62.8K.
Procter & Gamble made up 0.15% of WC Walker & Associates's portfolio in Q4 2022, its #68 holding.
WC Walker & Associates first reported a position in Procter & Gamble in Q4 2020 and has held it in 9 quarters since.
3,398 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.