WT Wealth Management’s Procter & Gamble PG Stock Holding History

WT Wealth 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
2022 Q4	–	Sell	-9,732	Closed	-$1.23M	–	103
2022 Q3	$1.23M	Buy	9,732 +322	+3%	+$45.7K	0.62%	48
2022 Q2	$1.35M	Buy	9,410 +7,898	+522%	+$1.19M	0.67%	49
2022 Q1	$231K	Hold	1,512	–	–	0.09%	112
2021 Q4	$247K	Hold	1,512	–	–	0.09%	112
2021 Q3	$211K	Hold	1,512	–	–	0.08%	117
2021 Q2	$204K	Sell	1,512 -80	-5%	-$10.8K	0.08%	121
2021 Q1	$216K	Sell	1,592 -139	-8%	-$18.1K	0.1%	118
2020 Q4	$240K	Sell	1,731 -333	-16%	-$46.5K	0.13%	106
2020 Q3	$286K	Buy	2,064 +117	+6%	+$15.5K	0.19%	90
2020 Q2	$232K	Buy	+1,947	New	+$227K	0.19%	81
2019 Q4	–	Sell	-1,610	Closed	-$200K	–	93
2019 Q3	$200K	Buy	+1,610	New	+$190K	0.17%	82

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WT Wealth Management's PG Position: Q4 2022 in Review

WT Wealth Management sold out of Procter & Gamble (PG) in Q4 2022, closing a stake of 9,732 shares — an estimated $1.23M sold.

WT Wealth Management first reported a position in PG in Q3 2019 and held it in 11 quarters. The position peaked at $1.35M in Q2 2022. 3,401 funds tracked by Wall St. Rank hold PG as of Q4 2022.

WT Wealth Management reported no remaining Procter & Gamble position as of Q4 2022 after selling out during the quarter.
WT Wealth Management sold 9,732 Procter & Gamble shares in Q4 2022, an estimated $1.23M.
WT Wealth Management first reported a position in Procter & Gamble in Q3 2019 and held it in 11 quarters.
WT Wealth Management's Procter & Gamble position peaked at $1.35M in Q2 2022.
3,401 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on WT Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.