A detailed history of Capital Advisors Wealth Management, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 4,305 shares of PG stock, worth $735,681. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,305
Previous 4,196 2.6%
Holding current value
$735,681
Previous $692,000 7.66%
% of portfolio
0.14%
Previous 0.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$160.76 - $177.82 $17,522 - $19,382
109 Added 2.6%
4,305 $745,000
Q2 2024

Jul 16, 2024

BUY
$155.33 - $168.56 $24,231 - $26,295
156 Added 3.86%
4,196 $692,000
Q1 2024

Apr 12, 2024

SELL
$147.42 - $162.61 $5,159 - $5,691
-35 Reduced 0.86%
4,040 $655,000
Q4 2023

Jan 08, 2024

BUY
$143.0 - $153.52 $6,578 - $7,061
46 Added 1.14%
4,075 $597,000
Q3 2023

Oct 10, 2023

BUY
$145.86 - $157.09 $13,710 - $14,766
94 Added 2.39%
4,029 $587,000
Q2 2023

Jul 11, 2023

BUY
$142.5 - $156.57 $29,640 - $32,566
208 Added 5.58%
3,935 $597,000
Q1 2023

Apr 14, 2023

BUY
$136.57 - $153.91 $18,983 - $21,393
139 Added 3.87%
3,727 $554,000
Q4 2022

Feb 09, 2023

BUY
$123.76 - $153.95 $41,335 - $51,419
334 Added 10.26%
3,588 $543,000
Q3 2022

Nov 14, 2022

BUY
$126.25 - $149.93 $10,983 - $13,043
87 Added 2.75%
3,254 $411,000
Q2 2022

Aug 04, 2022

BUY
$132.36 - $163.65 $18,133 - $22,420
137 Added 4.52%
3,167 $455,000
Q1 2022

May 09, 2022

BUY
$143.22 - $164.21 $221,274 - $253,704
1,545 Added 104.04%
3,030 $463,000
Q4 2021

Feb 04, 2022

SELL
$138.79 - $164.19 $479,380 - $567,112
-3,454 Reduced 69.93%
1,485 $243,000
Q3 2021

Nov 12, 2021

BUY
$135.24 - $145.68 $87,500 - $94,254
647 Added 15.07%
4,939 $691,000
Q2 2021

Aug 13, 2021

BUY
$131.18 - $138.43 $60,473 - $63,816
461 Added 12.03%
4,292 $579,000
Q1 2021

Apr 20, 2021

BUY
$122.15 - $140.16 $467,956 - $536,952
3,831 New
3,831 $519,000

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 $405B
  • 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 Capital Advisors Wealth Management, LLC Portfolio

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

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.