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Win Advisors’s Procter & Gamble PG Stock Holding History

Win Advisors’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
-4,783
Closed -$828K – 75
2024
Q3 		$828K Buy
+4,783
New +$812K 0.39% 41
2023
Q1 		– Sell
-124
Closed -$18.8K – 113
2022
Q4 		$18.8K Buy
124
+11
+10% +$1.54K 0.01% 91
2022
Q3 		$14K Sell
113
-67
-37% -$9.52K 0.01% 82
2022
Q2 		$26K Buy
180
+86
+91% +$12.9K 0.05% 70
2022
Q1 		$14K Buy
+94
New +$14.7K ﹤0.01% 130

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Win Advisors's PG Position: Q4 2024 in Review

Win Advisors sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 4,783 shares — an estimated $828K sold.

Win Advisors first reported a position in PG in Q1 2022 and held it in 5 quarters. The position peaked at $828K in Q3 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Win Advisors reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
  • Win Advisors sold 4,783 Procter & Gamble shares in Q4 2024, an estimated $828K.
  • Win Advisors first reported a position in Procter & Gamble in Q1 2022 and held it in 5 quarters.
  • Win Advisors's Procter & Gamble position peaked at $828K in Q3 2024.
  • 4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Win Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.