A detailed history of Bms Financial Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 2,618 shares of PG stock, worth $434,666. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,618
Previous 3,614 27.56%
Holding current value
$434,666
Previous $537,000 26.07%
% of portfolio
0.27%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023

SELL
$142.5 - $156.57 $141,930 - $155,943
-996 Reduced 27.56%
2,618 $397,000
Q1 2023

Apr 10, 2023

BUY
$136.57 - $153.91 $273 - $307
2 Added 0.06%
3,614 $537,000
Q4 2022

Jan 19, 2023

BUY
$123.76 - $153.95 $20,791 - $25,863
168 Added 4.88%
3,612 $0
Q3 2022

Oct 17, 2022

SELL
$126.25 - $149.93 $18,685 - $22,189
-148 Reduced 4.12%
3,444 $435,000
Q2 2022

Jul 11, 2022

BUY
$132.36 - $163.65 $19,059 - $23,565
144 Added 4.18%
3,592 $516,000
Q1 2022

May 11, 2022

BUY
$143.22 - $164.21 $11,457 - $13,136
80 Added 2.38%
3,448 $527,000
Q4 2021

May 11, 2022

BUY
$138.79 - $164.19 $467,444 - $552,991
3,368 New
3,368 $551,000

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 $393B
  • 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 Bms Financial Advisors, LLC Portfolio

Follow Bms Financial 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 Bms Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bms Financial Advisors, LLC with notifications on news.