A detailed history of Castle Wealth Management LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Castle Wealth Management LLC holds 5,567 shares of PG stock, worth $976,841. This represents 0.54% of its overall portfolio holdings.

Number of Shares
5,567
Previous 5,566 0.02%
Holding current value
$976,841
Previous $903,000 1.66%
% of portfolio
0.54%
Previous 0.54%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$155.33 - $168.56 $155 - $168
1 Added 0.02%
5,567 $918,000
Q1 2024

Apr 29, 2024

SELL
$147.42 - $162.61 $11,056 - $12,195
-75 Reduced 1.33%
5,566 $903,000
Q4 2023

Jan 31, 2024

BUY
$143.0 - $153.52 $55,627 - $59,719
389 Added 7.41%
5,641 $826,000
Q3 2023

Nov 03, 2023

BUY
$145.86 - $157.09 $30,193 - $32,517
207 Added 4.1%
5,252 $766,000
Q2 2023

Jul 17, 2023

BUY
$142.5 - $156.57 $23,797 - $26,147
167 Added 3.42%
5,045 $765,000
Q1 2023

May 04, 2023

SELL
$136.57 - $153.91 $8,467 - $9,542
-62 Reduced 1.26%
4,878 $725,000
Q4 2022

Feb 09, 2023

SELL
$123.76 - $153.95 $24,752 - $30,789
-200 Reduced 3.89%
4,940 $748,000
Q3 2022

Nov 07, 2022

BUY
$126.25 - $149.93 $49,237 - $58,472
390 Added 8.21%
5,140 $649,000
Q2 2022

Aug 01, 2022

BUY
$132.36 - $163.65 $628,710 - $777,337
4,750 New
4,750 $683,000

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 $416B
  • 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 Castle Wealth Management LLC Portfolio

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

News

Stay updated on Castle Wealth Management LLC with notifications on news.