Western Financial Corp’s Procter & Gamble PG Stock Holding History

Western Financial Corp’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	-2,156	Closed	-$373K	–	136
2024 Q3	$373K	Sell	2,156 -44	-2%	-$7.47K	0.21%	100
2024 Q2	$363K	Hold	2,200	–	–	0.22%	89
2024 Q1	$357K	Hold	2,200	–	–	0.22%	93
2023 Q4	$322K	Hold	2,200	–	–	0.22%	101
2023 Q3	$321K	Hold	2,200	–	–	0.24%	100
2023 Q2	$334K	Hold	2,200	–	–	0.23%	96
2023 Q1	$327K	Hold	2,200	–	–	0.23%	98
2022 Q4	$333K	Hold	2,200	–	–	0.22%	90
2022 Q3	$278K	Hold	2,200	–	–	0.19%	87
2022 Q2	$316K	Hold	2,200	–	–	0.22%	85
2022 Q1	$336K	Hold	2,200	–	–	0.2%	80
2021 Q4	$360K	Hold	2,200	–	–	0.19%	75
2021 Q3	$308K	Hold	2,200	–	–	0.18%	76
2021 Q2	$297K	Hold	2,200	–	–	0.16%	74
2021 Q1	$298K	Hold	2,200	–	–	0.18%	70
2020 Q4	$306K	Buy	+2,200	New	+$307K	0.2%	69

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 $1.88B AUM 29.07% 1-Year Est. Return

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

Western Financial Corp's PG Position: Q4 2024 in Review

Western Financial Corp sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 2,156 shares — an estimated $373K sold.

Western Financial Corp first reported a position in PG in Q4 2020 and held it in 16 quarters. The position peaked at $373K in Q3 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Western Financial Corp reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
Western Financial Corp sold 2,156 Procter & Gamble shares in Q4 2024, an estimated $373K.
Western Financial Corp first reported a position in Procter & Gamble in Q4 2020 and held it in 16 quarters.
Western Financial Corp's Procter & Gamble position peaked at $373K in Q3 2024.
4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Western Financial Corp's 13F filing for Q4 2024, filed 24 Jan 2025.