A detailed history of Bernardo Wealth Planning LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 1,909 shares of PG stock, worth $317,886. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,909
Previous 1,857 2.8%
Holding current value
$317,886
Previous $272,000 13.6%
% of portfolio
0.09%
Previous 0.09%

Shares

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

May 07, 2024

BUY
$147.42 - $162.61 $7,665 - $8,455
52 Added 2.8%
1,909 $309,000
Q4 2023

Jan 25, 2024

BUY
$143.0 - $153.52 $265,551 - $285,086
1,857 New
1,857 $272,000
Q1 2021

Apr 23, 2021

SELL
$122.15 - $140.16 $880,823 - $1.01 Million
-7,211 Closed
0 $0
Q4 2020

Feb 01, 2021

BUY
$135.51 - $144.49 $55,694 - $59,385
411 Added 6.04%
7,211 $1 Million
Q3 2020

Oct 23, 2020

BUY
$119.98 - $140.51 $82,666 - $96,811
689 Added 11.27%
6,800 $945,000
Q2 2020

Aug 03, 2020

BUY
$109.33 - $124.69 $29,409 - $33,541
269 Added 4.6%
6,111 $730,000
Q1 2020

May 01, 2020

SELL
$97.7 - $127.14 $28,723 - $37,379
-294 Reduced 4.79%
5,842 $642,000
Q4 2019

Feb 10, 2020

BUY
$116.63 - $126.09 $3,732 - $4,034
32 Added 0.52%
6,136 $766,000
Q3 2019

Nov 04, 2019

SELL
$110.49 - $124.57 $25,081 - $28,277
-227 Reduced 3.59%
6,104 $759,000
Q2 2019

Aug 13, 2019

BUY
$102.91 - $112.33 $32,313 - $35,271
314 Added 5.22%
6,331 $694,000
Q4 2018

Feb 14, 2019

BUY
$78.87 - $96.64 $474,560 - $581,482
6,017 New
6,017 $553,000

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 $395B
  • 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
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