Wunderlich Capital Managemnt’s Procter & Gamble PG Stock Holding History

Wunderlich Capital Managemnt’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 Q2	$10.7K	Sell	65 -201	-76%	-$32.9K	﹤0.01%	99
2024 Q1	$43.2K	Hold	266	–	–	0.02%	95
2023 Q4	$39K	Hold	266	–	–	0.02%	96
2023 Q3	$38.8K	Hold	266	–	–	0.02%	87
2023 Q2	$40K	Buy	+266	New	+$40.1K	0.02%	86
2022 Q2	–	Sell	-1,607	Closed	-$246K	–	91
2022 Q1	$246K	Sell	1,607 -60	-4%	-$9.39K	0.12%	85
2021 Q4	$273K	Buy	1,667 +321	+24%	+$47.7K	0.12%	87
2021 Q3	$188K	Buy	+1,346	New	+$191K	0.09%	87

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wunderlich Capital Managemnt's PG Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its Procter & Gamble (PG) stake by 76% in Q2 2024, selling an estimated $32.9K and leaving 65 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #99.

Wunderlich Capital Managemnt first reported a position in PG in Q3 2021 and has held it in 8 quarters since. The position peaked at $273K in Q4 2021. 3,653 funds tracked by Wall St. Rank hold PG as of Q2 2024.

Wunderlich Capital Managemnt held 65 shares of Procter & Gamble worth $10.7K as of Q2 2024.
Wunderlich Capital Managemnt sold 201 Procter & Gamble shares in Q2 2024, an estimated $32.9K.
Procter & Gamble made up ﹤0.01% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #99 holding.
Wunderlich Capital Managemnt first reported a position in Procter & Gamble in Q3 2021 and has held it in 8 quarters since.
Wunderlich Capital Managemnt's Procter & Gamble position peaked at $273K in Q4 2021.
3,653 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.