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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

PG holding history

Procter & Gamble Co in every 13F filed by Domani Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PG overviewAll 13F holders of PGFull Q1 2023 holdings

Shares (Q1 2023)
25,471
Value
$3.79M
% of portfolio
0.9%
Quarters held
9
Since Q1 2021
Holdings of PG by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202325,471$3.79M0.9%00.0%UnchangedHolders
Q4 202225,471$3.86M1.0%00.0%UnchangedHolders
Q3 202225,471$3.22M0.9%00.0%UnchangedHolders
Q2 202225,471$3.66M1.0%00.0%UnchangedHolders
Q1 202225,471$3.89M0.8%00.0%UnchangedHolders
Q4 202125,471$4.17M0.8%+36+0.1%AddedHolders
Q3 202125,435$3.56M0.7%−100.0%ReducedHolders
Q2 202125,445$3.43M0.7%−50−0.2%ReducedHolders
Q1 202125,495$3.45M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.