A detailed history of Aletheian Wealth Advisors LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 7,420 shares of PG stock, worth $1.22 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
7,420
Previous 5,175 43.38%
Holding current value
$1.22 Million
Previous $758,000 58.71%
% of portfolio
0.68%
Previous 0.52%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$147.42 - $162.61 $330,957 - $365,059
2,245 Added 43.38%
7,420 $1.2 Million
Q4 2023

Jan 05, 2024

SELL
$143.0 - $153.52 $28,600 - $30,704
-200 Reduced 3.72%
5,175 $758,000
Q3 2023

Oct 04, 2023

SELL
$145.86 - $157.09 $60,823 - $65,506
-417 Reduced 7.2%
5,375 $783,000
Q2 2023

Jul 13, 2023

BUY
$142.5 - $156.57 $583,537 - $641,154
4,095 Added 241.31%
5,792 $878,000
Q1 2023

May 11, 2023

BUY
$136.57 - $153.91 $32,776 - $36,938
240 Added 16.47%
1,697 $252,000
Q4 2022

Jan 17, 2023

BUY
$123.76 - $153.95 $180,318 - $224,305
1,457 New
1,457 $0
Q2 2022

Jul 11, 2022

BUY
$132.36 - $163.65 $199,863 - $247,111
1,510 New
1,510 $217,000

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 $388B
  • 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 Aletheian Wealth Advisors LLC Portfolio

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

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.