Your Advocates Ltd’s Procter & Gamble PG Stock Holding History

Your Advocates Ltd’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	-25	Closed	-$4.33K	–	229
2024 Q3	$4.33K	Hold	25	–	–	﹤0.01%	154
2024 Q2	$4.12K	Hold	25	–	–	﹤0.01%	153
2024 Q1	$4.06K	Hold	25	–	–	﹤0.01%	149
2023 Q4	$3.66K	Hold	25	–	–	﹤0.01%	149
2023 Q3	$3.65K	Sell	25 -158	-86%	-$24.1K	﹤0.01%	163
2023 Q2	$27.8K	Buy	183 +158	+632%	+$23.8K	0.01%	77
2023 Q1	$3.72K	Hold	25	–	–	﹤0.01%	147
2022 Q4	$3.79K	Hold	25	–	–	﹤0.01%	131
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	136
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	128
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	142
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	133
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	156
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	115
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	111
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	118
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	115
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	117
2020 Q1	$3K	Buy	+25	New	+$3K	﹤0.01%	103

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 $1.6B AUM 20.7% 1-Year Est. Return

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

Your Advocates Ltd's PG Position: Q4 2024 in Review

Your Advocates Ltd sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 25 shares — an estimated $4.33K sold.

Your Advocates Ltd first reported a position in PG in Q1 2020 and held it in 19 quarters. The position peaked at $27.8K in Q2 2023. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Your Advocates Ltd reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
Your Advocates Ltd sold 25 Procter & Gamble shares in Q4 2024, an estimated $4.33K.
Your Advocates Ltd first reported a position in Procter & Gamble in Q1 2020 and held it in 19 quarters.
Your Advocates Ltd's Procter & Gamble position peaked at $27.8K in Q2 2023.
4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.