A detailed history of Congress Wealth Management LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Congress Wealth Management LLC holds 137,098 shares of PG stock, worth $22.8 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
137,098
Previous 136,300 0.59%
Holding current value
$22.8 Million
Previous $20 Million 11.37%
% of portfolio
0.39%
Previous 0.37%

Shares

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

Apr 18, 2024

BUY
$147.42 - $162.61 $117,641 - $129,762
798 Added 0.59%
137,098 $22.2 Million
Q4 2023

Feb 09, 2024

BUY
$143.0 - $153.52 $1.48 Million - $1.58 Million
10,324 Added 8.2%
136,300 $20 Million
Q3 2023

Oct 30, 2023

BUY
$145.86 - $157.09 $225,499 - $242,861
1,546 Added 1.24%
125,976 $18.4 Million
Q2 2023

Jul 13, 2023

SELL
$142.5 - $156.57 $66,975 - $73,587
-470 Reduced 0.38%
124,430 $18.9 Million
Q1 2023

Apr 14, 2023

SELL
$136.57 - $153.91 $22,943 - $25,856
-168 Reduced 0.13%
124,900 $18.6 Million
Q4 2022

Feb 02, 2023

BUY
$123.76 - $153.95 $148,140 - $184,278
1,197 Added 0.97%
125,068 $19 Million
Q3 2022

Nov 08, 2022

BUY
$126.25 - $149.93 $596,531 - $708,419
4,725 Added 3.97%
123,871 $15.6 Million
Q2 2022

Aug 11, 2022

SELL
$132.36 - $163.65 $95,961 - $118,646
-725 Reduced 0.6%
119,146 $17.1 Million
Q1 2022

May 16, 2022

SELL
$143.22 - $164.21 $1.68 Million - $1.93 Million
-11,755 Reduced 8.93%
119,871 $18.3 Million
Q4 2021

Feb 04, 2022

BUY
$138.79 - $164.19 $18.3 Million - $21.6 Million
131,626 New
131,626 $21.5 Million

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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