Tiedemann Advisors’s Procter & Gamble PG Stock Holding History

Tiedemann Advisors’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$1.34M	Buy	9,166 +4,068	+80%	+$593K	0.06%	98
2023 Q2	$773K	Buy	5,098 +1,991	+64%	+$302K	0.03%	133
2023 Q1	$462K	Sell	3,107 -33	-1%	-$4.91K	0.02%	155
2022 Q4	$476K	Buy	3,140 +166	+6%	+$25.2K	0.02%	157
2022 Q3	$375K	Buy	2,974 +152	+5%	+$19.2K	0.02%	170
2022 Q2	$406K	Sell	2,822 -140	-5%	-$20.1K	0.03%	161
2022 Q1	$453K	Buy	2,962 +343	+13%	+$52.5K	0.02%	195
2021 Q4	$427K	Buy	2,619 +4	+0.2%	+$652	0.02%	206
2021 Q3	$365K	Sell	2,615 -7,832	-75%	-$1.09M	0.02%	223
2021 Q2	$1.41M	Sell	10,447 -1,016	-9%	-$137K	0.06%	137
2021 Q1	$1.55M	Sell	11,463 -35	-0.3%	-$4.74K	0.07%	123
2020 Q4	$1.6M	Sell	11,498 -2,415	-17%	-$336K	0.08%	115
2020 Q3	$1.93M	Sell	13,913 -51	-0.4%	-$7.08K	0.09%	129
2020 Q2	$1.67M	Sell	13,964 -134	-1%	-$16K	0.09%	123
2020 Q1	$1.55M	Buy	14,098 +65	+0.5%	+$7.15K	0.1%	122
2019 Q4	$1.75M	Buy	14,033 +998	+8%	+$124K	0.08%	123
2019 Q3	$1.62M	Sell	13,035 -804	-6%	-$100K	0.08%	136
2019 Q2	$1.52M	Sell	13,839 -23,785	-63%	-$2.61M	0.08%	128
2019 Q1	$3.91M	Sell	37,624 -1,202	-3%	-$125K	0.18%	86
2018 Q4	$3.57M	Buy	38,826 +25,867	+200%	+$2.38M	0.18%	89
2018 Q3	$1.08M	Sell	12,959 -680	-5%	-$56.5K	0.06%	163
2018 Q2	$1.07M	Sell	13,639 -30	-0.2%	-$2.35K	0.07%	158
2018 Q1	$1.09M	Buy	13,669 +2,758	+25%	+$219K	0.07%	144
2017 Q4	$1M	Sell	10,911 -21,153	-66%	-$1.94M	0.08%	120
2017 Q3	$2.89M	Sell	32,064 -15,904	-33%	-$1.43M	0.26%	74
2017 Q2	$4.18M	Buy	47,968 +7,593	+19%	+$662K	0.3%	65
2017 Q1	$3.63M	Buy	40,375 +2,063	+5%	+$185K	0.3%	65
2016 Q4	$3.22M	Buy	38,312 +29,144	+318%	+$2.45M	0.32%	64
2016 Q3	$797K	Buy	+9,168	New	+$797K	0.17%	71
2016 Q1	–	Sell	-6,643	Closed	-$527K	–	64
2015 Q4	$527K	Buy	6,643 +200	+3%	+$15.9K	0.2%	40
2015 Q3	$464K	Buy	+6,443	New	+$464K	0.36%	33