A detailed history of Ever Source Wealth Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 14,807 shares of PG stock, worth $2.47 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
14,807
Previous 14,632 1.2%
Holding current value
$2.47 Million
Previous $2.41 Million 6.22%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 08, 2024

BUY
$160.76 - $177.82 $28,133 - $31,118
175 Added 1.2%
14,807 $2.56 Million
Q2 2024

Aug 13, 2024

BUY
$155.33 - $168.56 $610,757 - $662,777
3,932 Added 36.75%
14,632 $2.41 Million
Q1 2024

Jun 11, 2024

BUY
$147.42 - $162.61 $513,316 - $566,208
3,482 Added 48.24%
10,700 $1.74 Million
Q4 2023

Feb 09, 2024

BUY
$143.0 - $153.52 $2,002 - $2,149
14 Added 0.19%
7,218 $1.06 Million
Q3 2023

Nov 03, 2023

SELL
$145.86 - $157.09 $29,901 - $32,203
-205 Reduced 2.77%
7,204 $1.05 Million
Q2 2023

Aug 04, 2023

BUY
$142.5 - $156.57 $18,382 - $20,197
129 Added 1.77%
7,409 $1.12 Million
Q1 2023

May 11, 2023

SELL
$136.57 - $153.91 $95,052 - $107,121
-696 Reduced 8.73%
7,280 $1.08 Million
Q4 2022

Feb 09, 2023

BUY
$123.76 - $153.95 $215,713 - $268,334
1,743 Added 27.96%
7,976 $1.21 Million
Q3 2022

Nov 07, 2022

SELL
$126.25 - $149.93 $135,340 - $160,724
-1,072 Reduced 14.67%
6,233 $787,000
Q2 2022

Aug 01, 2022

BUY
$132.36 - $163.65 $122,035 - $150,885
922 Added 14.44%
7,305 $1.05 Million
Q1 2022

May 25, 2022

BUY
$143.22 - $164.21 $50,843 - $58,294
355 Added 5.89%
6,383 $975,000
Q4 2021

Feb 07, 2022

BUY
$138.79 - $164.19 $836,626 - $989,737
6,028 New
6,028 $986,000

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 $396B
  • 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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.