Mariner Independent Advisor Network’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.66M | Sell |
68,617
-3,384
| -5% | -$481K | 0.37% | 59 |
|
|
2022
Q2 | $10.4M | Buy |
72,001
+7,928
| +12% | +$1.19M | 0.44% | 50 |
|
|
2022
Q1 | $9.79M | Buy |
64,073
+16,202
| +34% | +$2.53M | 0.38% | 62 |
|
|
2021
Q4 | $7.81M | Sell |
47,871
-6,887
| -13% | -$1.02M | 0.37% | 65 |
|
|
2021
Q3 | $7.64M | Buy |
54,758
+2,333
| +4% | +$331K | 0.37% | 65 |
|
|
2021
Q2 | $7.07M | Buy |
52,425
+2,464
| +5% | +$333K | 0.32% | 67 |
|
|
2021
Q1 | $6.77M | Sell |
49,961
-5,778
| -10% | -$754K | 0.35% | 62 |
|
|
2020
Q4 | $7.76M | Buy |
55,739
+7,367
| +15% | +$1.03M | 0.41% | 51 |
|
|
2020
Q3 | $6.72M | Buy |
48,372
+6,604
| +16% | +$877K | 0.56% | 39 |
|
|
2020
Q2 | $5.02M | Sell |
41,768
-6,314
| -13% | -$736K | 0.46% | 53 |
|
|
2020
Q1 | $5.26M | Sell |
48,082
-7,251
| -13% | -$870K | 0.48% | 59 |
|
|
2019
Q4 | $6.9M | Sell |
55,333
-499
| -0.9% | -$61.1K | 0.5% | 50 |
|
|
2019
Q3 | $6.92M | Buy |
55,832
+589
| +1% | +$69.6K | 0.53% | 47 |
|
|
2019
Q2 | $6.08M | Buy |
55,243
+396
| +0.7% | +$42.2K | 0.46% | 51 |
|
|
2019
Q1 | $5.68M | Buy |
54,847
+3,766
| +7% | +$367K | 0.48% | 49 |
|
|
2018
Q4 | $4.68M | Buy |
51,081
+8,009
| +19% | +$716K | 0.42% | 59 |
|
|
2018
Q3 | $3.55M | Sell |
43,072
-12,627
| -23% | -$1.03M | 0.44% | 55 |
|
|
2018
Q2 | $4.35M | Sell |
55,699
-38,571
| -41% | -$2.9M | 0.77% | 35 |
|
|
2018
Q1 | $7.47M | Buy |
94,270
+56,819
| +152% | +$4.74M | 0.46% | 50 |
|
|
2017
Q4 | $3.39M | Buy |
37,451
+30,021
| +404% | +$2.7M | 0.35% | 76 |
|
|
2017
Q3 | $676K | Sell |
7,430
-44,808
| -86% | -$4.08M | 0.11% | 109 |
|
|
2017
Q2 | $4.55M | Buy |
+52,238
| New | +$4.6M | 0.65% | 46 |
|
|
2017
Q1 | – | Sell |
-50,519
| Closed | -$4.25M | – | 324 |
|
|
2016
Q4 | $4.25M | Sell |
50,519
-3,986
| -7% | -$340K | 0.69% | 45 |
|
|
2016
Q3 | $4.89M | Buy |
54,505
+6,825
| +14% | +$593K | 0.7% | 42 |
|
|
2016
Q2 | $4.04M | Buy |
+47,680
| New | +$3.91M | 0.76% | 39 |
|
|
2016
Q1 | – | Sell |
-11,789
| Closed | -$936K | – | 122 |
|
|
2015
Q4 | $936K | Buy |
11,789
+1,467
| +14% | +$112K | 0.63% | 40 |
|
|
2015
Q3 | $743K | Buy |
+10,322
| New | +$774K | 0.28% | 84 |
|
|
2015
Q1 | – | Sell |
-8,177
| Closed | -$745K | – | 142 |
|
|
2014
Q4 | $745K | Buy |
8,177
+1,318
| +19% | +$116K | 0.35% | 58 |
|
|
2014
Q3 | $574K | Buy |
6,859
+862
| +14% | +$70.6K | 0.3% | 52 |
|
|
2014
Q2 | $471K | Buy |
+5,997
| New | +$484K | 0.23% | 72 |
|
Other funds holding PG
Mariner Independent Advisor Network's PG Position: Q3 2022 in Review
Mariner Independent Advisor Network reduced its Procter & Gamble (PG) stake by 4.7% in Q3 2022, selling an estimated $481K and leaving 68,617 shares worth $8.66M. The position accounts for 0.37% of the portfolio, ranked #59.
Mariner Independent Advisor Network first reported a position in PG in Q2 2014 and has held it in 30 quarters since. The position peaked at $10.4M in Q2 2022. 3,196 funds tracked by Wall St. Rank hold PG as of Q3 2022.
- Mariner Independent Advisor Network held 68,617 shares of Procter & Gamble worth $8.66M as of Q3 2022.
- Mariner Independent Advisor Network sold 3,384 Procter & Gamble shares in Q3 2022, an estimated $481K.
- Procter & Gamble made up 0.37% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #59 holding.
- Mariner Independent Advisor Network first reported a position in Procter & Gamble in Q2 2014 and has held it in 30 quarters since.
- Mariner Independent Advisor Network's Procter & Gamble position peaked at $10.4M in Q2 2022.
- 3,196 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2022.
Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.