A detailed history of Kingswood Wealth Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,345 shares of PG stock, worth $4.39 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
25,345
Previous 19,383 30.76%
Holding current value
$4.39 Million
Previous $3.15 Billion 32.91%
% of portfolio
0.38%
Previous 0.36%

Shares

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

Jul 09, 2024

BUY
$155.33 - $168.56 $926,077 - $1 Million
5,962 Added 30.76%
25,345 $4.18 Billion
Q1 2024

Apr 15, 2024

SELL
$147.42 - $162.61 $713,070 - $786,544
-4,837 Reduced 19.97%
19,383 $3.15 Billion
Q4 2023

Jan 16, 2024

BUY
$143.0 - $153.52 $2.74 Million - $2.94 Million
19,138 Added 376.58%
24,220 $3.55 Billion
Q3 2023

Oct 23, 2023

SELL
$145.86 - $157.09 $447,936 - $482,423
-3,071 Reduced 37.67%
5,082 $2.83 Billion
Q2 2023

Aug 09, 2023

BUY
$142.5 - $156.57 $1.16 Million - $1.28 Million
8,153 New
8,153 $1.24 Billion

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 $410B
  • 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 Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.