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BT Wealth Management LLC

SEC CIK
0001767863
Latest filing
Jul 26, 2022

PG holding history

Procter & Gamble Co in every 13F filed by BT Wealth Management 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 Q2 2022 holdings

Shares (Q2 2022)
3,519
Value
$506.0K
% of portfolio
0.1%
Quarters held
5
Since Q2 2021
Holdings of PG by BT Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20223,519$506.0K0.1%−3,865−52.3%ReducedHolders
Q1 20227,384$1.13M0.3%00.0%UnchangedHolders
Q4 20217,384$1.21M0.3%+3,799+106.0%AddedHolders
Q3 20213,585$501.0K0.2%00.0%UnchangedHolders
Q2 20213,585$484.0K0.1%+3,585NewHolders