Wisconsin Capital Management’s Procter & Gamble PG Stock Holding History

Wisconsin Capital Management’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	-1,157	Closed	-$200K	–	49
2024 Q3	$200K	Buy	+1,157	New	+$196K	0.11%	48
2021 Q1	–	Sell	-1,484	Closed	-$206K	–	60
2020 Q4	$206K	Buy	+1,484	New	+$207K	0.08%	58
2020 Q1	–	Sell	-4,056	Closed	-$507K	–	57
2019 Q4	$507K	Hold	4,056	–	–	0.25%	52
2019 Q3	$504K	Hold	4,056	–	–	0.27%	50
2019 Q2	$445K	Buy	+4,056	New	+$432K	0.24%	54
2014 Q4	$3.21M	Sell	35,207 -50	-0.1%	-$4.4K	1.14%	37
2014 Q3	$2.95M	Buy	35,257 +71	+0.2%	+$5.82K	1.09%	38
2014 Q2	$2.77M	Sell	35,186 -150	-0.4%	-$12.1K	1.01%	46
2014 Q1	$2.85M	Sell	35,336 -15,235	-30%	-$1.2M	1.09%	41
2013 Q4	$4.12M	Sell	50,571 -2,335	-4%	-$190K	1.62%	25
2013 Q3	$4M	Sell	52,906 -3,410	-6%	-$271K	1.7%	24
2013 Q2	$4.34M	Buy	+56,316	New	+$4.42M	1.84%	24

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

Wisconsin Capital Management's PG Position: Q4 2024 in Review

Wisconsin Capital Management sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 1,157 shares — an estimated $200K sold.

Wisconsin Capital Management first reported a position in PG in Q2 2013 and held it in 12 quarters. The position peaked at $4.34M in Q2 2013. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Wisconsin Capital Management reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
Wisconsin Capital Management sold 1,157 Procter & Gamble shares in Q4 2024, an estimated $200K.
Wisconsin Capital Management first reported a position in Procter & Gamble in Q2 2013 and held it in 12 quarters.
Wisconsin Capital Management's Procter & Gamble position peaked at $4.34M in Q2 2013.
4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Wisconsin Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.