Tiedemann Advisors’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
Q3 | $1.34M | Buy |
9,166
+4,068
| +80% | +$621K | 0.06% | 98 |
|
|
2023
Q2 | $773K | Buy |
5,098
+1,991
| +64% | +$300K | 0.03% | 133 |
|
|
2023
Q1 | $462K | Sell |
3,107
-33
| -1% | -$4.72K | 0.02% | 155 |
|
|
2022
Q4 | $476K | Buy |
3,140
+166
| +6% | +$23.3K | 0.02% | 157 |
|
|
2022
Q3 | $375K | Buy |
2,974
+152
| +5% | +$21.6K | 0.02% | 170 |
|
|
2022
Q2 | $406K | Sell |
2,822
-140
| -5% | -$21K | 0.03% | 163 |
|
|
2022
Q1 | $453K | Buy |
2,962
+343
| +13% | +$53.7K | 0.02% | 195 |
|
|
2021
Q4 | $427K | Buy |
2,619
+4
| +0.2% | +$594 | 0.02% | 206 |
|
|
2021
Q3 | $365K | Sell |
2,615
-7,832
| -75% | -$1.11M | 0.02% | 224 |
|
|
2021
Q2 | $1.41M | Sell |
10,447
-1,016
| -9% | -$137K | 0.06% | 137 |
|
|
2021
Q1 | $1.55M | Sell |
11,463
-35
| -0.3% | -$4.57K | 0.07% | 123 |
|
|
2020
Q4 | $1.6M | Sell |
11,498
-2,415
| -17% | -$338K | 0.08% | 115 |
|
|
2020
Q3 | $1.93M | Sell |
13,913
-51
| -0.4% | -$6.77K | 0.09% | 129 |
|
|
2020
Q2 | $1.67M | Sell |
13,964
-134
| -1% | -$15.6K | 0.09% | 123 |
|
|
2020
Q1 | $1.55M | Buy |
14,098
+65
| +0.5% | +$7.8K | 0.1% | 122 |
|
|
2019
Q4 | $1.75M | Buy |
14,033
+998
| +8% | +$122K | 0.08% | 123 |
|
|
2019
Q3 | $1.62M | Sell |
13,035
-804
| -6% | -$95K | 0.08% | 136 |
|
|
2019
Q2 | $1.52M | Sell |
13,839
-23,785
| -63% | -$2.54M | 0.08% | 128 |
|
|
2019
Q1 | $3.91M | Sell |
37,624
-1,202
| -3% | -$117K | 0.18% | 86 |
|
|
2018
Q4 | $3.57M | Buy |
38,826
+25,867
| +200% | +$2.31M | 0.18% | 89 |
|
|
2018
Q3 | $1.08M | Sell |
12,959
-680
| -5% | -$55.6K | 0.06% | 163 |
|
|
2018
Q2 | $1.07M | Sell |
13,639
-30
| -0.2% | -$2.26K | 0.07% | 158 |
|
|
2018
Q1 | $1.09M | Buy |
13,669
+2,758
| +25% | +$230K | 0.07% | 144 |
|
|
2017
Q4 | $1M | Sell |
10,911
-21,153
| -66% | -$1.9M | 0.08% | 120 |
|
|
2017
Q3 | $2.89M | Sell |
32,064
-15,904
| -33% | -$1.45M | 0.26% | 74 |
|
|
2017
Q2 | $4.18M | Buy |
47,968
+7,593
| +19% | +$669K | 0.3% | 65 |
|
|
2017
Q1 | $3.63M | Buy |
40,375
+2,063
| +5% | +$183K | 0.3% | 65 |
|
|
2016
Q4 | $3.22M | Buy |
38,312
+29,144
| +318% | +$2.48M | 0.32% | 64 |
|
|
2016
Q3 | $797K | Buy |
+9,168
| New | +$796K | 0.17% | 71 |
|
|
2016
Q1 | – | Sell |
-6,643
| Closed | -$527K | – | 64 |
|
|
2015
Q4 | $527K | Buy |
6,643
+200
| +3% | +$15.3K | 0.2% | 40 |
|
|
2015
Q3 | $464K | Buy |
+6,443
| New | +$483K | 0.36% | 33 |
|
Other funds holding PG
Tiedemann Advisors's PG Position: Q3 2023 in Review
Tiedemann Advisors increased its Procter & Gamble (PG) stake by 80% in Q3 2023, buying an estimated $621K and bringing the position to 9,166 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #98.
Tiedemann Advisors first reported a position in PG in Q3 2015 and has held it in 31 quarters since. The position peaked at $4.18M in Q2 2017. 3,402 funds tracked by Wall St. Rank hold PG as of Q3 2023.
- Tiedemann Advisors held 9,166 shares of Procter & Gamble worth $1.34M as of Q3 2023.
- Tiedemann Advisors bought 4,068 Procter & Gamble shares in Q3 2023, an estimated $621K.
- Procter & Gamble made up 0.06% of Tiedemann Advisors's portfolio in Q3 2023, its #98 holding.
- Tiedemann Advisors first reported a position in Procter & Gamble in Q3 2015 and has held it in 31 quarters since.
- Tiedemann Advisors's Procter & Gamble position peaked at $4.18M in Q2 2017.
- 3,402 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.
Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.