Domani Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.79M | Hold |
25,471
| – | – | 0.88% | 20 |
|
|
2022
Q4 | $3.86M | Hold |
25,471
| – | – | 0.97% | 19 |
|
|
2022
Q3 | $3.22M | Hold |
25,471
| – | – | 0.94% | 19 |
|
|
2022
Q2 | $3.66M | Hold |
25,471
| – | – | 1% | 19 |
|
|
2022
Q1 | $3.89M | Hold |
25,471
| – | – | 0.84% | 21 |
|
|
2021
Q4 | $4.17M | Buy |
25,471
+36
| +0.1% | +$5.34K | 0.82% | 23 |
|
|
2021
Q3 | $3.56M | Sell |
25,435
-10
| -0% | -$1.42K | 0.74% | 22 |
|
|
2021
Q2 | $3.43M | Sell |
25,445
-50
| -0.2% | -$6.76K | 0.69% | 23 |
|
|
2021
Q1 | $3.45M | Sell |
25,495
-869
| -3% | -$113K | 0.67% | 23 |
|
|
2020
Q4 | $3.67M | Sell |
26,364
-768
| -3% | -$107K | 0.75% | 23 |
|
|
2020
Q3 | $3.77M | Buy |
27,132
+735
| +3% | +$97.6K | 0.83% | 22 |
|
|
2020
Q2 | $3.16M | Sell |
26,397
-2,698
| -9% | -$315K | 0.74% | 23 |
|
|
2020
Q1 | $3.2M | Sell |
29,095
-1,152
| -4% | -$138K | 0.86% | 21 |
|
|
2019
Q4 | $3.78M | Sell |
30,247
-94
| -0.3% | -$11.5K | 1.25% | 17 |
|
|
2019
Q3 | $3.77M | Buy |
30,341
+60
| +0.2% | +$7.09K | 1.37% | 16 |
|
|
2019
Q2 | $3.32M | Buy |
30,281
+80
| +0.3% | +$8.53K | 1.24% | 17 |
|
|
2019
Q1 | $3.14M | Buy |
30,201
+657
| +2% | +$64K | 1.26% | 17 |
|
|
2018
Q4 | $2.72M | Sell |
29,544
-142
| -0.5% | -$12.7K | 1.26% | 18 |
|
|
2018
Q3 | $2.47M | Sell |
29,686
-1,997
| -6% | -$163K | 1.06% | 18 |
|
|
2018
Q2 | $2.47M | Sell |
31,683
-957
| -3% | -$72K | 1.13% | 19 |
|
|
2018
Q1 | $2.59M | Sell |
32,640
-4,161
| -11% | -$347K | 1.11% | 19 |
|
|
2017
Q4 | $3.38M | Sell |
36,801
-64
| -0.2% | -$5.76K | 1.48% | 17 |
|
|
2017
Q3 | $3.35M | Sell |
36,865
-1,659
| -4% | -$151K | 1.44% | 16 |
|
|
2017
Q2 | $3.36M | Sell |
38,524
-520
| -1% | -$45.8K | 1.38% | 18 |
|
|
2017
Q1 | $3.51M | Sell |
39,044
-5,167
| -12% | -$458K | 1.42% | 18 |
|
|
2016
Q4 | $3.72M | Sell |
44,211
-803
| -2% | -$68.4K | 1.5% | 17 |
|
|
2016
Q3 | $4.04M | Buy |
45,014
+449
| +1% | +$39K | 1.53% | 16 |
|
|
2016
Q2 | $3.77M | Sell |
44,565
-3,981
| -8% | -$327K | 1.46% | 17 |
|
|
2016
Q1 | $4M | Buy |
48,546
+3,103
| +7% | +$250K | 1.51% | 16 |
|
|
2015
Q4 | $3.61M | Buy |
45,443
+2,085
| +5% | +$159K | 1.41% | 18 |
|
|
2015
Q3 | $3.12M | Sell |
43,358
-1,224
| -3% | -$91.8K | 1.69% | 14 |
|
|
2015
Q2 | $3.49M | Buy |
44,582
+40,930
| +1,121% | +$3.29M | 1.9% | 14 |
|
|
2015
Q1 | $44.6K | Buy |
+3,652
| New | +$314K | 0.67% | 20 |
|
Other funds holding PG
Domani Wealth's PG Position: Q1 2023 in Review
Domani Wealth held its Procter & Gamble (PG) position steady in Q1 2023 at 25,471 shares worth $3.79M. The position accounts for 0.88% of the portfolio, ranked #20.
Domani Wealth first reported a position in PG in Q1 2015 and has held it in 33 quarters since. The position peaked at $4.17M in Q4 2021. 3,376 funds tracked by Wall St. Rank hold PG as of Q1 2023.
- Domani Wealth held 25,471 shares of Procter & Gamble worth $3.79M as of Q1 2023.
- Domani Wealth left its Procter & Gamble share count unchanged in Q1 2023.
- Procter & Gamble made up 0.88% of Domani Wealth's portfolio in Q1 2023, its #20 holding.
- Domani Wealth first reported a position in Procter & Gamble in Q1 2015 and has held it in 33 quarters since.
- Domani Wealth's Procter & Gamble position peaked at $4.17M in Q4 2021.
- 3,376 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.
Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.