A detailed history of Cherry Tree Wealth Management, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 3,747 shares of PG stock, worth $633,018. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,747
Previous 3,745 0.05%
Holding current value
$633,018
Previous $618 Million 5.07%
% of portfolio
0.15%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$160.76 - $177.82 $321 - $355
2 Added 0.05%
3,747 $649 Million
Q2 2024

Aug 06, 2024

BUY
$155.33 - $168.56 $1,087 - $1,179
7 Added 0.19%
3,745 $618 Million
Q1 2024

May 01, 2024

SELL
$147.42 - $162.61 $16,953 - $18,700
-115 Reduced 2.98%
3,738 $606 Million
Q4 2023

Feb 06, 2024

SELL
$143.0 - $153.52 $4,433 - $4,759
-31 Reduced 0.8%
3,853 $565 Million
Q3 2023

Nov 14, 2023

BUY
$145.86 - $157.09 $291 - $314
2 Added 0.05%
3,884 $567 Million
Q2 2023

Aug 09, 2023

BUY
$142.5 - $156.57 $553,185 - $607,804
3,882 New
3,882 $589 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 $400B
  • 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 Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.