Avantax Planning Partners, Inc. Procter & Gamble CO Transaction History

Avantax Planning Partners, Inc.

  • $3.08 Billion
  • Q1 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Procter & Gamble CO stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 59,951 shares of PG stock, worth $9.82 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
59,951
Previous 24,861 141.14%
Holding current value
$9.82 Million
Previous $3.64 Million 167.01%
% of portfolio
0.32%
Previous 0.14%

Shares

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

May 02, 2024
BUY
$147.42 - $162.61 $5.17 Million - $5.71 Million
35,090 Added 141.14%
59,951 $9.73 Million
Q4 2023

Feb 09, 2024
SELL
$143.0 - $153.52 $489,632 - $525,652
-3,424 Reduced 12.11%
24,861 $3.64 Million
Q3 2023

Nov 03, 2023
SELL
$145.86 - $157.09 $1.42 Million - $1.53 Million
-9,728 Reduced 25.59%
28,285 $4.13 Million
Q2 2023

Jul 17, 2023
SELL
$142.5 - $156.57 $221,302 - $243,153
-1,553 Reduced 3.93%
38,013 $5.77 Million
Q1 2023

Apr 20, 2023
SELL
$136.57 - $153.91 $1.79 Million - $2.02 Million
-13,143 Reduced 24.94%
39,566 $5.88 Million
Q4 2022

Feb 09, 2023
SELL
$123.76 - $153.95 $32,425 - $40,334
-262 Reduced 0.49%
52,709 $7.99 Million
Q3 2022

Oct 14, 2022
BUY
$126.25 - $149.93 $101,000 - $119,944
800 Added 1.53%
52,971 $6.69 Million
Q2 2022

Jul 18, 2022
BUY
$132.36 - $163.65 $172,862 - $213,726
1,306 Added 2.57%
52,171 $7.5 Million
Q1 2022

May 09, 2022
BUY
$143.22 - $164.21 $107,128 - $122,829
748 Added 1.49%
50,865 $7.77 Million
Q4 2021

Jan 28, 2022
BUY
$138.79 - $164.19 $458,145 - $541,991
3,301 Added 7.05%
50,117 $8.2 Million
Q3 2021

Oct 27, 2021
BUY
$135.24 - $145.68 $60,046 - $64,681
444 Added 0.96%
46,816 $6.55 Million
Q2 2021

Aug 10, 2021
BUY
$131.18 - $138.43 $166,205 - $175,390
1,267 Added 2.81%
46,372 $6.26 Million
Q1 2021

May 06, 2021
SELL
$122.15 - $140.16 $322,598 - $370,162
-2,641 Reduced 5.53%
45,105 $6.11 Million
Q4 2020

Feb 04, 2021
SELL
$135.51 - $144.49 $685,138 - $730,541
-5,056 Reduced 9.58%
47,746 $6.64 Million
Q3 2020

Oct 28, 2020
SELL
$119.98 - $140.51 $213,324 - $249,826
-1,778 Reduced 3.26%
52,802 $7.34 Million
Q2 2020

Jul 15, 2020
BUY
$109.33 - $124.69 $431,853 - $492,525
3,950 Added 7.8%
54,580 $6.53 Million
Q1 2020

Apr 27, 2020
BUY
$97.7 - $127.14 $591,964 - $770,341
6,059 Added 13.59%
50,630 $5.57 Million
Q4 2019

Jan 15, 2020
BUY
$116.63 - $126.09 $557,374 - $602,584
4,779 Added 12.01%
44,571 $5.57 Million
Q3 2019

Nov 08, 2019
BUY
$110.49 - $124.57 $34,362 - $38,741
311 Added 0.79%
39,792 $4.95 Million
Q2 2019

Aug 07, 2019
BUY
$102.91 - $112.33 $94,677 - $103,343
920 Added 2.39%
39,481 $4.5 Million
Q1 2019

May 08, 2019
BUY
$90.44 - $104.05 $318,077 - $365,943
3,517 Added 10.04%
38,561 $4.01 Million
Q4 2018

Feb 14, 2019
SELL
$78.87 - $96.64 $56,707 - $69,484
-719 Reduced 2.01%
35,044 $3.22 Million
Q3 2018

Nov 13, 2018
BUY
$77.86 - $85.82 $195,584 - $215,579
2,512 Added 7.55%
35,763 $2.98 Million
Q2 2018

Aug 13, 2018
SELL
$70.94 - $79.05 $109,602 - $122,132
-1,545 Reduced 4.44%
33,251 $2.6 Million
Q1 2018

May 15, 2018
BUY
$75.91 - $91.89 $282,840 - $342,382
3,726 Added 11.99%
34,796 $2.76 Million
Q4 2017

Feb 09, 2018
SELL
$86.05 - $93.14 $713,784 - $772,596
-8,295 Reduced 21.07%
31,070 $2.86 Million
Q3 2017

Oct 19, 2017
BUY
$90.67 - $94.4 $3.57 Million - $3.72 Million
39,365
39,365 $3.58 Million

Others Institutions Holding PG

# of Institutions
3,899
Shares Held
1.52B
Call Options Held
12.9M
Put Options Held
10.3M
View Full List

About PROCTER & GAMBLE Co

PG Quotes by TradingView
  • 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 Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email