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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

PG holding history

Procter & Gamble Co in every 13F filed by FirstPurpose Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PG overviewAll 13F holders of PGFull Q1 2024 holdings

Shares (Q1 2024)
3,159
Value
$496.7K
% of portfolio
0.2%
Quarters held
10
Since Q4 2021
Holdings of PG by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20243,159$496.7K0.2%+38+1.2%AddedHolders
Q4 20233,121$457.4K0.2%+51+1.7%AddedHolders
Q3 20233,070$447.8K0.2%−21−0.7%ReducedHolders
Q2 20233,091$469.0K0.2%+72+2.4%AddedHolders
Q1 20233,019$448.9K0.2%+726+31.7%AddedHolders
Q4 20222,293$347.5K0.2%+125+5.8%AddedHolders
Q3 20222,168$274.0K0.2%+167+8.3%AddedHolders
Q2 20222,001$288.0K0.2%+133+7.1%AddedHolders
Q1 20221,868$285.0K0.2%−544−22.6%ReducedHolders
Q4 20212,412$395.0K0.2%–No prior filingHolders