V Wealth 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 | $1.67M | Sell |
11,474
-24,256
| -68% | -$3.7M | 1.34% | 16 |
|
|
2023
Q2 | $5.42M | Buy |
35,730
+45
| +0.1% | +$6.78K | 0.9% | 22 |
|
|
2023
Q1 | $5.31M | Buy |
35,685
+323
| +0.9% | +$46.2K | 0.99% | 17 |
|
|
2022
Q4 | $5.36M | Sell |
35,362
-13,679
| -28% | -$1.92M | 1.11% | 16 |
|
|
2022
Q3 | $6.19M | Buy |
49,041
+5,583
| +13% | +$793K | 1.24% | 13 |
|
|
2022
Q2 | $6.25M | Buy |
43,458
+4,539
| +12% | +$682K | 1.18% | 13 |
|
|
2022
Q1 | $5.95M | Buy |
38,919
+1,501
| +4% | +$235K | 0.95% | 17 |
|
|
2021
Q4 | $6.12M | Sell |
37,418
-306
| -0.8% | -$45.4K | 0.9% | 19 |
|
|
2021
Q3 | $5.27M | Sell |
37,724
-887
| -2% | -$126K | 0.82% | 17 |
|
|
2021
Q2 | $5.21M | Sell |
38,611
-1,164
| -3% | -$157K | 0.83% | 17 |
|
|
2021
Q1 | $5.39M | Buy |
39,775
+3,958
| +11% | +$516K | 0.99% | 15 |
|
|
2020
Q4 | $4.98M | Buy |
35,817
+24,082
| +205% | +$3.37M | 1.03% | 14 |
|
|
2020
Q3 | $1.63M | Sell |
11,735
-10,044
| -46% | -$1.33M | 1.13% | 18 |
|
|
2020
Q2 | $2.6M | Sell |
21,779
-7,567
| -26% | -$882K | 0.68% | 23 |
|
|
2020
Q1 | $3.23M | Buy |
29,346
+14,877
| +103% | +$1.79M | 1.01% | 19 |
|
|
2019
Q4 | $1.8M | Hold |
14,469
| – | – | 0.64% | 34 |
|
|
2019
Q3 | $1.8M | Buy |
14,469
+708
| +5% | +$83.7K | 0.64% | 34 |
|
|
2019
Q2 | $1.52M | Buy |
13,761
+1,205
| +10% | +$128K | 0.58% | 49 |
|
|
2019
Q1 | $1.3M | Buy |
12,556
+1,761
| +16% | +$171K | 0.52% | 52 |
|
|
2018
Q4 | $993K | Buy |
10,795
+123
| +1% | +$11K | 0.51% | 57 |
|
|
2018
Q3 | $889K | Buy |
10,672
+55
| +0.5% | +$4.5K | 0.41% | 65 |
|
|
2018
Q2 | $848K | Sell |
10,617
-2,582
| -20% | -$194K | 0.47% | 56 |
|
|
2018
Q1 | $1.02M | Sell |
13,199
-254
| -2% | -$21.2K | 0.55% | 51 |
|
|
2017
Q4 | $1.21M | Buy |
13,453
+1,524
| +13% | +$137K | 0.61% | 48 |
|
|
2017
Q3 | $1.08M | Buy |
11,929
+186
| +2% | +$16.9K | 0.55% | 49 |
|
|
2017
Q2 | $1.02M | Sell |
11,743
-560
| -5% | -$49.4K | 0.48% | 56 |
|
|
2017
Q1 | $1.1M | Buy |
12,303
+1,514
| +14% | +$134K | 0.68% | 46 |
|
|
2016
Q4 | $904K | Buy |
10,789
+716
| +7% | +$61K | 0.66% | 52 |
|
|
2016
Q3 | $907K | Sell |
10,073
-282
| -3% | -$24.5K | 0.73% | 44 |
|
|
2016
Q2 | $874K | Sell |
10,355
-198
| -2% | -$16.3K | 0.72% | 50 |
|
|
2016
Q1 | $872K | Buy |
+10,553
| New | +$850K | 0.7% | 48 |
|
Other funds holding PG
V Wealth Advisors's PG Position: Q3 2023 in Review
V Wealth Advisors reduced its Procter & Gamble (PG) stake by 68% in Q3 2023, selling an estimated $3.7M and leaving 11,474 shares worth $1.67M. The position accounts for 1.34% of the portfolio, ranked #16.
V Wealth Advisors first reported a position in PG in Q1 2016 and has held it in 31 quarters since. The position peaked at $6.25M in Q2 2022. 3,402 funds tracked by Wall St. Rank hold PG as of Q3 2023.
- V Wealth Advisors held 11,474 shares of Procter & Gamble worth $1.67M as of Q3 2023.
- V Wealth Advisors sold 24,256 Procter & Gamble shares in Q3 2023, an estimated $3.7M.
- Procter & Gamble made up 1.34% of V Wealth Advisors's portfolio in Q3 2023, its #16 holding.
- V Wealth Advisors first reported a position in Procter & Gamble in Q1 2016 and has held it in 31 quarters since.
- V Wealth Advisors's Procter & Gamble position peaked at $6.25M in Q2 2022.
- 3,402 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.