A detailed history of Delap Wealth Advisory, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 1,410 shares of PG stock, worth $232,762. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,410
Previous 3,685 61.74%
Holding current value
$232,762
Previous $598 Million 61.12%
% of portfolio
0.11%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$155.33 - $168.56 $353,375 - $383,474
-2,275 Reduced 61.74%
1,410 $232 Million
Q1 2024

May 14, 2024

SELL
$147.42 - $162.61 $2,506 - $2,764
-17 Reduced 0.46%
3,685 $598 Million
Q4 2023

Feb 14, 2024

BUY
$143.0 - $153.52 $331,188 - $355,552
2,316 Added 167.1%
3,702 $542 Million
Q3 2023

Nov 13, 2023

SELL
$145.86 - $157.09 $145 - $157
-1 Reduced 0.07%
1,386 $202 Million
Q2 2023

Aug 08, 2023

BUY
$142.5 - $156.57 $142 - $156
1 Added 0.07%
1,387 $210 Million
Q1 2023

Aug 08, 2023

SELL
$136.57 - $153.91 $70,879 - $79,879
-519 Reduced 27.24%
1,386 $206 Million
Q1 2023

May 15, 2023

BUY
$136.57 - $153.91 $43,292 - $48,789
317 Added 19.96%
1,905 $283 Million
Q4 2022

Feb 13, 2023

BUY
$123.76 - $153.95 $196,530 - $244,472
1,588 New
1,588 $241 Million

Others Institutions Holding PG

About PROCTER & GAMBLE Co


  • Ticker PG
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Household & Personal Products
  • Shares Outstandng 2,369,700,096
  • Market Cap $391B
  • Description
  • The Procter & Gamble Company provides branded consumer packaged goods worldwide. It operates through five segments: Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine & Family Care. The Beauty segment offers conditioners, shampoos, styling aids, and treatments under the Head & Shoulders, Herbal Essences, Panten...
More about PG
Track This Portfolio

Track Delap Wealth Advisory, LLC Portfolio

Follow Delap Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Delap Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.