A detailed history of Forum Financial Management, LP transactions in Procter & Gamble CO stock. As of the latest transaction made, Forum Financial Management, LP holds 20,614 shares of PG stock, worth $3.43 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,614
Previous 22,721 9.27%
Holding current value
$3.43 Million
Previous $3.33 Million 0.45%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 09, 2024

SELL
$147.42 - $162.61 $310,613 - $342,619
-2,107 Reduced 9.27%
20,614 $3.34 Million
Q4 2023

Feb 07, 2024

BUY
$143.0 - $153.52 $157,729 - $169,332
1,103 Added 5.1%
22,721 $3.33 Million
Q3 2023

Nov 03, 2023

BUY
$145.86 - $157.09 $136,670 - $147,193
937 Added 4.53%
21,618 $3.15 Million
Q2 2023

Jul 26, 2023

BUY
$142.5 - $156.57 $164,445 - $180,681
1,154 Added 5.91%
20,681 $3.14 Million
Q1 2023

Apr 19, 2023

BUY
$136.57 - $153.91 $10,379 - $11,697
76 Added 0.39%
19,527 $2.9 Million
Q4 2022

Jan 24, 2023

SELL
$123.76 - $153.95 $137,868 - $171,500
-1,114 Reduced 5.42%
19,451 $0
Q3 2022

Nov 07, 2022

BUY
$126.25 - $149.93 $108,070 - $128,340
856 Added 4.34%
20,565 $2.6 Million
Q2 2022

Aug 15, 2022

SELL
$132.36 - $163.65 $393,373 - $486,367
-2,972 Reduced 13.1%
19,709 $2.83 Million
Q1 2022

May 16, 2022

BUY
$143.22 - $164.21 $194,206 - $222,668
1,356 Added 6.36%
22,681 $3.47 Million
Q4 2021

Feb 18, 2022

BUY
$138.79 - $164.19 $2.96 Million - $3.5 Million
21,325 New
21,325 $3.49 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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