Williams & Novak’s Procter & Gamble PG Stock Holding History

Williams & Novak’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	-1,683	Closed	-$291K	–	139
2024 Q3	$291K	Hold	1,683	–	–	0.27%	87
2024 Q2	$278K	Buy	+1,683	New	+$275K	0.26%	88

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

Williams & Novak's PG Position: Q4 2024 in Review

Williams & Novak sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 1,683 shares — an estimated $291K sold.

Williams & Novak first reported a position in PG in Q2 2024 and held it in 2 quarters. The position peaked at $291K in Q3 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Williams & Novak reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
Williams & Novak sold 1,683 Procter & Gamble shares in Q4 2024, an estimated $291K.
Williams & Novak first reported a position in Procter & Gamble in Q2 2024 and held it in 2 quarters.
Williams & Novak's Procter & Gamble position peaked at $291K in Q3 2024.
4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Williams & Novak's 13F filing for Q4 2024, filed 23 Jan 2025.