Whitaker-Myers Wealth Managers’s Procter & Gamble PG Stock Holding History

Whitaker-Myers Wealth Managers’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 Q3	–	Sell	-1,235	Closed	-$204K	–	116
2024 Q2	$204K	Sell	1,235 -71	-5%	-$11.6K	0.08%	96
2024 Q1	$212K	Buy	+1,306	New	+$205K	0.09%	89

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

Norges Bank Oslo, Norway $935B AUM

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

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

Whitaker-Myers Wealth Managers's PG Position: Q3 2024 in Review

Whitaker-Myers Wealth Managers sold out of Procter & Gamble (PG) in Q3 2024, closing a stake of 1,235 shares — an estimated $204K sold.

Whitaker-Myers Wealth Managers first reported a position in PG in Q1 2024 and held it in 2 quarters. The position peaked at $212K in Q1 2024. 3,719 funds tracked by Wall St. Rank hold PG as of Q3 2024.

Whitaker-Myers Wealth Managers reported no remaining Procter & Gamble position as of Q3 2024 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 1,235 Procter & Gamble shares in Q3 2024, an estimated $204K.
Whitaker-Myers Wealth Managers first reported a position in Procter & Gamble in Q1 2024 and held it in 2 quarters.
Whitaker-Myers Wealth Managers's Procter & Gamble position peaked at $212K in Q1 2024.
3,719 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2024, filed 18 Oct 2024.