A detailed history of Collaborative Wealth Managment Inc. transactions in Procter & Gamble CO stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,540 shares of PG stock, worth $276,214. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,540
Previous 1,550 0.65%
Holding current value
$276,214
Previous $255,000 4.31%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 12, 2024

SELL
$160.76 - $177.82 $1,607 - $1,778
-10 Reduced 0.65%
1,540 $266,000
Q2 2024

Aug 09, 2024

BUY
$155.33 - $168.56 $465 - $505
3 Added 0.19%
1,550 $255,000
Q1 2024

May 10, 2024

BUY
$147.42 - $162.61 $147 - $162
1 Added 0.06%
1,547 $251,000
Q4 2023

Feb 07, 2024

SELL
$143.0 - $153.52 $60,632 - $65,092
-424 Reduced 21.52%
1,546 $226,000
Q3 2023

Nov 09, 2023

BUY
$145.86 - $157.09 $36,465 - $39,272
250 Added 14.53%
1,970 $287,000
Q2 2023

Aug 07, 2023

BUY
$142.5 - $156.57 $6,982 - $7,671
49 Added 2.93%
1,720 $260,000
Q1 2023

May 08, 2023

SELL
$136.57 - $153.91 $20,895 - $23,548
-153 Reduced 8.39%
1,671 $248,000
Q4 2022

Feb 10, 2023

SELL
$123.76 - $153.95 $3,341 - $4,156
-27 Reduced 1.46%
1,824 $276,000
Q2 2022

Aug 15, 2022

BUY
$132.36 - $163.65 $8,735 - $10,800
66 Added 3.7%
1,851 $266,000
Q4 2021

Feb 11, 2022

SELL
$138.79 - $164.19 $8,466 - $10,015
-61 Reduced 3.3%
1,785 $292,000
Q1 2021

May 12, 2022

BUY
$122.15 - $140.16 $225,488 - $258,735
1,846 New
1,846 $282,000

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 $425B
  • 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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