WR Wealth Planners’s Procter & Gamble PG Stock Holding History

WR Wealth Planners’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	$2.1M	Sell	12,508 -692	-5%	-$118K	0.67%	23
2024 Q3	$2.29M	Buy	13,200 +75	+0.6%	+$12.7K	0.64%	27
2024 Q2	$2.16M	Buy	13,125 +544	+4%	+$88.9K	0.66%	26
2024 Q1	$2.04M	Buy	12,581 +971	+8%	+$152K	0.63%	27
2023 Q4	$1.7M	Buy	11,610 +785	+7%	+$116K	0.63%	32
2023 Q3	$1.58M	Buy	10,825 +239	+2%	+$36.5K	0.6%	31
2023 Q2	$1.61M	Buy	10,586 +238	+2%	+$35.9K	0.62%	31
2023 Q1	$1.54M	Buy	10,348 +2,792	+37%	+$399K	0.66%	34
2022 Q4	$1.15M	Buy	7,556 +2,941	+64%	+$412K	0.71%	29
2022 Q3	$583K	Buy	4,615 +656	+17%	+$93.2K	0.41%	42
2022 Q2	$569K	Buy	3,959 +19	+0.5%	+$2.86K	0.38%	46
2022 Q1	$602K	Buy	+3,940	New	+$616K	0.36%	48

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

WR Wealth Planners's PG Position: Q4 2024 in Review

WR Wealth Planners reduced its Procter & Gamble (PG) stake by 5.2% in Q4 2024, selling an estimated $118K and leaving 12,508 shares worth $2.1M. The position accounts for 0.67% of the portfolio, ranked #23.

WR Wealth Planners first reported a position in PG in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.29M in Q3 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

WR Wealth Planners held 12,508 shares of Procter & Gamble worth $2.1M as of Q4 2024.
WR Wealth Planners sold 692 Procter & Gamble shares in Q4 2024, an estimated $118K.
Procter & Gamble made up 0.67% of WR Wealth Planners's portfolio in Q4 2024, its #23 holding.
WR Wealth Planners first reported a position in Procter & Gamble in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Procter & Gamble position peaked at $2.29M in Q3 2024.
4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.