ML & R Wealth Management LLC
- SEC CIK
- 0001903320
- Latest filing
- May 14, 2024
PG holding history
Procter & Gamble Co in every 13F filed by ML & R 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 Q1 2024 holdings
- Shares (Q1 2024)
- 2,327
- Value
- $377.6K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 2,327 | $377.6K | 0.1% | +68+3.0% | Added | Holders |
| Q4 2023 | 2,259 | $331.0K | 0.1% | +35+1.6% | Added | Holders |
| Q3 2023 | 2,224 | $324.4K | 0.1% | +478+27.4% | Added | Holders |
| Q2 2023 | 1,746 | $264.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 1,746 | $259.6K | 0.1% | +251+16.8% | Added | Holders |
| Q4 2022 | 1,495 | $226.6K | 0.1% | +1,495 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −1,598−100.0% | Sold out | Holders |
| Q2 2022 | 1,598 | $230.0K | 0.1% | +167+11.7% | Added | Holders |
| Q1 2022 | 1,431 | $219.0K | 0.1% | +1,431 | New | Holders |