A detailed history of Financial Planning & Information Services, Inc. transactions in Procter & Gamble CO stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 30,004 shares of PG stock, worth $4.98 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
30,004
Previous 26,546 13.03%
Holding current value
$4.98 Million
Previous $4.38 Million 18.67%
% of portfolio
0.72%
Previous 0.67%

Shares

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

Nov 12, 2024

BUY
$160.76 - $177.82 $555,908 - $614,901
3,458 Added 13.03%
30,004 $5.19 Million
Q2 2024

Aug 13, 2024

SELL
$155.33 - $168.56 $430,885 - $467,585
-2,774 Reduced 9.46%
26,546 $4.38 Million
Q1 2024

May 14, 2024

SELL
$147.42 - $162.61 $280,835 - $309,772
-1,905 Reduced 6.1%
29,320 $4.76 Million
Q3 2023

Nov 14, 2023

BUY
$145.86 - $157.09 $613,778 - $661,034
4,208 Added 15.58%
31,225 $4.55 Million
Q2 2023

Aug 11, 2023

SELL
$142.5 - $156.57 $99,180 - $108,972
-696 Reduced 2.51%
27,017 $4.1 Million
Q1 2023

May 02, 2023

SELL
$136.57 - $153.91 $253,883 - $286,118
-1,859 Reduced 6.29%
27,713 $4.12 Million
Q4 2022

Feb 13, 2023

SELL
$123.76 - $153.95 $46,038 - $57,269
-372 Reduced 1.24%
29,572 $4.48 Million
Q3 2022

Oct 25, 2022

BUY
$126.25 - $149.93 $68,680 - $81,561
544 Added 1.85%
29,944 $3.78 Million
Q2 2022

Jul 19, 2022

BUY
$132.36 - $163.65 $107,079 - $132,392
809 Added 2.83%
29,400 $4.23 Million
Q1 2022

Apr 19, 2022

SELL
$143.22 - $164.21 $169,858 - $194,753
-1,186 Reduced 3.98%
28,591 $4.37 Million
Q4 2021

Feb 02, 2022

SELL
$138.79 - $164.19 $365,295 - $432,148
-2,632 Reduced 8.12%
29,777 $4.87 Million
Q3 2021

Oct 13, 2021

BUY
$135.24 - $145.68 $122,662 - $132,131
907 Added 2.88%
32,409 $4.53 Million
Q2 2021

Jul 29, 2021

BUY
$131.18 - $138.43 $161,482 - $170,407
1,231 Added 4.07%
31,502 $4.25 Million
Q1 2021

Apr 20, 2021

SELL
$122.15 - $140.16 $96,620 - $110,866
-791 Reduced 2.55%
30,271 $4.1 Million
Q4 2020

Feb 08, 2021

SELL
$135.51 - $144.49 $1.79 Million - $1.91 Million
-13,216 Reduced 29.85%
31,062 $4.32 Million
Q3 2020

May 24, 2021

BUY
$119.98 - $140.51 $2.05 Million - $2.41 Million
17,121 Added 63.04%
44,278 $6.15 Million
Q2 2020

May 24, 2021

SELL
$109.33 - $124.69 $2,623 - $2,992
-24 Reduced 0.09%
27,157 $3.25 Million
Q1 2020

May 24, 2021

SELL
$97.7 - $127.14 $22,568 - $29,369
-231 Reduced 0.84%
27,181 $2.99 Million
Q4 2019

May 24, 2021

SELL
$116.63 - $126.09 $1,399 - $1,513
-12 Reduced 0.04%
27,412 $3.42 Million
Q3 2019

May 24, 2021

SELL
$110.49 - $124.57 $64,636 - $72,873
-585 Reduced 2.09%
27,424 $3.41 Million
Q2 2019

May 24, 2021

SELL
$102.91 - $112.33 $415,036 - $453,026
-4,033 Reduced 12.59%
28,009 $3.07 Million
Q1 2019

May 24, 2021

SELL
$90.44 - $104.05 $132,132 - $152,017
-1,461 Reduced 4.36%
32,042 $3.33 Million
Q4 2018

May 24, 2021

SELL
$78.87 - $96.64 $158,607 - $194,343
-2,011 Reduced 5.66%
33,503 $3.08 Million
Q3 2018

May 24, 2021

SELL
$77.86 - $85.82 $1,012 - $1,115
-13 Reduced 0.04%
35,514 $2.96 Million
Q2 2018

May 24, 2021

SELL
$70.94 - $79.05 $33,128 - $36,916
-467 Reduced 1.3%
35,527 $2.77 Million
Q1 2018

May 24, 2021

BUY
$75.91 - $91.89 $910,084 - $1.1 Million
11,989 Added 49.94%
35,994 $2.85 Million
Q4 2017

May 24, 2021

BUY
$86.05 - $93.14 $246,619 - $266,939
2,866 Added 13.56%
24,005 $2.21 Million
Q3 2017

May 24, 2021

SELL
$90.67 - $94.4 $12,331 - $12,838
-136 Reduced 0.64%
21,139 $1.92 Million
Q2 2017

May 24, 2021

BUY
N/A
371 Added 1.77%
21,275 $1.85 Million
Q1 2017

May 24, 2021

BUY
N/A
755 Added 3.75%
20,904 $1.88 Million
Q4 2016

May 24, 2021

SELL
N/A
-219 Reduced 1.08%
20,149 $1.69 Million
Q3 2016

May 24, 2021

BUY
N/A
103 Added 0.51%
20,368 $1.83 Million
Q2 2016

May 24, 2021

SELL
N/A
-1,588 Reduced 7.27%
20,265 $1.72 Million
Q1 2016

May 24, 2021

SELL
N/A
-1,059 Reduced 4.62%
21,853 $1.8 Million
Q4 2015

May 24, 2021

SELL
N/A
-549 Reduced 2.34%
22,912 $1.82 Million
Q3 2015

May 24, 2021

BUY
N/A
4,293 Added 22.4%
23,461 $1.69 Million
Q2 2015

May 24, 2021

SELL
N/A
-862 Reduced 4.3%
19,168 $1.5 Million
Q1 2015

May 24, 2021

BUY
N/A
6,467 Added 47.68%
20,030 $1.64 Million
Q4 2014

May 24, 2021

BUY
N/A
1,332 Added 10.89%
13,563 $1.02 Million
Q3 2014

May 24, 2021

BUY
N/A
367 Added 3.09%
12,231 $1.02 Million
Q2 2014

May 24, 2021

BUY
N/A
55 Added 0.47%
11,864 $932,000
Q1 2014

May 24, 2021

SELL
N/A
-50 Reduced 0.42%
11,809 $952,000
Q4 2013

May 24, 2021

BUY
N/A
11,859
11,859 $965,000

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 $393B
  • 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 Financial Planning & Information Services, Inc. Portfolio

Follow Financial Planning & Information Services, Inc. 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 Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.