Mariner Independent Advisor Network’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$8.66M Sell
68,617
-3,384
-5% -$427K 0.37% 59
2022
Q2
$10.4M Buy
72,001
+7,928
+12% +$1.15M 0.44% 50
2022
Q1
$9.79M Buy
64,073
+16,202
+34% +$2.47M 0.38% 62
2021
Q4
$7.81M Sell
47,871
-6,887
-13% -$1.12M 0.37% 65
2021
Q3
$7.64M Buy
54,758
+2,333
+4% +$326K 0.37% 65
2021
Q2
$7.07M Buy
52,425
+2,464
+5% +$332K 0.32% 67
2021
Q1
$6.77M Sell
49,961
-5,778
-10% -$782K 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% +$918K 0.56% 39
2020
Q2
$5.02M Sell
41,768
-6,314
-13% -$759K 0.46% 53
2020
Q1
$5.26M Sell
48,082
-7,251
-13% -$794K 0.48% 59
2019
Q4
$6.9M Sell
55,333
-499
-0.9% -$62.2K 0.5% 50
2019
Q3
$6.92M Buy
55,832
+589
+1% +$73K 0.53% 47
2019
Q2
$6.08M Buy
55,243
+396
+0.7% +$43.6K 0.46% 51
2019
Q1
$5.68M Buy
54,847
+3,766
+7% +$390K 0.48% 49
2018
Q4
$4.68M Buy
51,081
+8,009
+19% +$733K 0.42% 59
2018
Q3
$3.55M Sell
43,072
-12,627
-23% -$1.04M 0.44% 55
2018
Q2
$4.35M Sell
55,699
-38,571
-41% -$3.01M 0.77% 35
2018
Q1
$7.47M Buy
94,270
+56,819
+152% +$4.5M 0.46% 50
2017
Q4
$3.39M Buy
37,451
+30,021
+404% +$2.72M 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 +$4.55M 0.65% 46
2017
Q1
Sell
-50,519
Closed -$4.25M 324
2016
Q4
$4.25M Sell
50,519
-3,986
-7% -$335K 0.69% 45
2016
Q3
$4.89M Buy
54,505
+6,825
+14% +$613K 0.7% 42
2016
Q2
$4.04M Buy
+47,680
New +$4.04M 0.76% 39
2016
Q1
Sell
-11,789
Closed -$936K 122
2015
Q4
$936K Buy
11,789
+1,467
+14% +$116K 0.63% 40
2015
Q3
$743K Buy
+10,322
New +$743K 0.28% 84
2015
Q1
Sell
-8,177
Closed -$745K 142
2014
Q4
$745K Buy
8,177
+1,318
+19% +$120K 0.35% 58
2014
Q3
$574K Buy
6,859
+862
+14% +$72.2K 0.3% 52
2014
Q2
$471K Buy
+5,997
New +$471K 0.23% 72