Ownership history in Griffith & Werner, Inc. Β· 4 quarters on record
This page tracks every 13F SEC filing in which Griffith & Werner, Inc. reported a position in PROCTER AND GAMBLE CO (PG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Griffith & Werner, Inc. underperformed the S&P 500 by β40.8% annually on this PG position. Timing score: 33% (1/3 decisions correct). Average cost basis: $160.07. Maximum drawdown during holding period: β14.2%.
β Significantly underperformed the S&P 500 by 40.8% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $142.30 (2025 Q4) Β· Worst: $165.87 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size