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

Doyle 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
Q3 		$15.7M Buy
124,602
+194
+0.2% +$27.6K 1.35% 28
2022
Q2 		$17.9M Buy
124,408
+783
+0.6% +$118K 1.44% 20
2022
Q1 		$18.9M Buy
123,625
+590
+0.5% +$92.3K 1.36% 23
2021
Q4 		$20.1M Buy
123,035
+1,254
+1% +$186K 1.44% 23
2021
Q3 		$17M Buy
121,781
+1,400
+1% +$198K 1.35% 26
2021
Q2 		$16.2M Buy
120,381
+4,772
+4% +$646K 1.35% 28
2021
Q1 		$15.7M Buy
115,609
+2,501
+2% +$326K 1.5% 23
2020
Q4 		$15.7M Buy
113,108
+3,841
+4% +$537K 1.6% 23
2020
Q3 		$15.2M Buy
109,267
+1,871
+2% +$248K 1.76% 18
2020
Q2 		$12.8M Sell
107,396
-660
-0.6% -$77K 1.69% 23
2020
Q1 		$11.9M Buy
108,056
+816
+0.8% +$97.9K 1.89% 18
2019
Q4 		$13.4M Sell
107,240
-41,928
-28% -$5.13M 1.67% 25
2019
Q3 		$18.6M Sell
149,168
-1,899
-1% -$224K 2.56% 9
2019
Q2 		$16.6M Sell
151,067
-1,234
-0.8% -$132K 2.29% 12
2019
Q1 		$16.1M Buy
152,301
+4,952
+3% +$482K 2.35% 13
2018
Q4 		$13.5M Buy
147,349
+2,251
+2% +$201K 2.29% 14
2018
Q3 		$12.1M Sell
145,098
-3,111
-2% -$254K 1.88% 20
2018
Q2 		$11.6M Buy
148,209
+3,791
+3% +$285K 1.91% 18
2018
Q1 		$11.4M Buy
144,418
+5,679
+4% +$473K 1.93% 20
2017
Q4 		$12.7M Sell
138,739
-3,327
-2% -$299K 2.15% 17
2017
Q3 		$12.9M Sell
142,066
-55
-0% -$5.01K 2.26% 16
2017
Q2 		$12.4M Buy
142,121
+156
+0.1% +$13.8K 2.29% 13
2017
Q1 		$12.8M Buy
+141,965
New +$12.6M 2.6% 12

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Doyle Wealth Management's PG Position: Q3 2022 in Review

Doyle Wealth Management increased its Procter & Gamble (PG) stake by 0.16% in Q3 2022, buying an estimated $27.6K and bringing the position to 124,602 shares worth $15.7M. The position accounts for 1.35% of the portfolio, ranked #28.

Doyle Wealth Management first reported a position in PG in Q1 2017 and has held it in 23 quarters since. The position peaked at $20.1M in Q4 2021. 3,196 funds tracked by Wall St. Rank hold PG as of Q3 2022.

  • Doyle Wealth Management held 124,602 shares of Procter & Gamble worth $15.7M as of Q3 2022.
  • Doyle Wealth Management bought 194 Procter & Gamble shares in Q3 2022, an estimated $27.6K.
  • Procter & Gamble made up 1.35% of Doyle Wealth Management's portfolio in Q3 2022, its #28 holding.
  • Doyle Wealth Management first reported a position in Procter & Gamble in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Procter & Gamble position peaked at $20.1M in Q4 2021.
  • 3,196 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.