TWM
PG icon

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

Titus 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
Q2 		$1.51M Buy
10,487
+83
+0.8% +$12.5K 0.76% 30
2022
Q1 		$1.59M Sell
10,404
-440
-4% -$68.8K 0.72% 29
2021
Q4 		$1.77M Buy
10,844
+5,744
+113% +$853K 0.8% 28
2021
Q3 		$714K Buy
5,100
+87
+2% +$12.3K 0.38% 44
2021
Q2 		$676K Buy
5,013
+94
+2% +$12.7K 0.37% 45
2021
Q1 		$666K Sell
4,919
-5,757
-54% -$751K 0.39% 46
2020
Q4 		$1.49M Sell
10,676
-113
-1% -$15.8K 0.91% 21
2020
Q3 		$1.5M Buy
10,789
+311
+3% +$41.3K 1.07% 19
2020
Q2 		$1.25M Sell
10,478
-240
-2% -$28K 0.99% 20
2020
Q1 		$1.18M Buy
10,718
+44
+0.4% +$5.28K 1.11% 21
2019
Q4 		$1.33M Buy
10,674
+1,485
+16% +$182K 1.34% 18
2019
Q3 		$1.14M Buy
9,189
+146
+2% +$17.3K 1.05% 20
2019
Q2 		$992K Sell
9,043
-287
-3% -$30.6K 0.98% 21
2019
Q1 		$971 Buy
9,330
+100
+1% +$9.73K 0.86% 23
2018
Q4 		$848 Sell
9,230
-245
-3% -$21.9K 0.72% 22
2018
Q3 		$789K Sell
9,475
-1,120
-11% -$91.6K 0.68% 28
2018
Q2 		$827K Sell
10,595
-392
-4% -$29.5K 0.88% 21
2018
Q1 		$871K Buy
10,987
+175
+2% +$14.6K 0.84% 20
2017
Q4 		$993K Buy
+10,812
New +$972K 1.12% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Titus Wealth Management's PG Position: Q2 2022 in Review

Titus Wealth Management increased its Procter & Gamble (PG) stake by 0.8% in Q2 2022, buying an estimated $12.5K and bringing the position to 10,487 shares worth $1.51M. The position accounts for 0.76% of the portfolio, ranked #30.

Titus Wealth Management first reported a position in PG in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.77M in Q4 2021. 3,254 funds tracked by Wall St. Rank hold PG as of Q2 2022.

  • Titus Wealth Management held 10,487 shares of Procter & Gamble worth $1.51M as of Q2 2022.
  • Titus Wealth Management bought 83 Procter & Gamble shares in Q2 2022, an estimated $12.5K.
  • Procter & Gamble made up 0.76% of Titus Wealth Management's portfolio in Q2 2022, its #30 holding.
  • Titus Wealth Management first reported a position in Procter & Gamble in Q4 2017 and has held it in 19 quarters since.
  • Titus Wealth Management's Procter & Gamble position peaked at $1.77M in Q4 2021.
  • 3,254 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.