Goal Vest Advisory LLC Procter & Gamble CO Transaction History

Goal Vest Advisory LLC

$298 Million
Q1 2024

A detailed history of Goal Vest Advisory LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Goal Vest Advisory LLC holds 8,958 shares of PG stock, worth $1.48 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

8,958

Previous 8,102 10.57%

Holding current value

$1.48 Million

Previous $1.19 Million 22.41%

% of portfolio

0.49%

Previous 0.53%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$147.42 - $162.61 $126,191 - $139,194	856 Added 10.57%	8,958 $1.45 Million
Q4 2023 Jan 02, 2024	BUY	$143.0 - $153.52 $126,841 - $136,172	887 Added 12.29%	8,102 $1.19 Million
Q3 2023 Oct 10, 2023	BUY	$145.86 - $157.09 $42,591 - $45,870	292 Added 4.22%	7,215 $1.05 Million
Q2 2023 Jul 17, 2023	SELL	$142.5 - $156.57 $635,977 - $698,771	-4,463 Reduced 39.2%	6,923 $1.05 Million
Q1 2023 Apr 03, 2023	SELL	$136.57 - $153.91 $1.06 Million - $1.19 Million	-7,733 Reduced 40.45%	11,386 $1.69 Million

Q4 2022 Jan 06, 2023	SELL	$123.76 - $153.95 $740,951 - $921,698	-5,987 Reduced 23.85%	19,119 $0
Q3 2022 Oct 11, 2022	BUY	$126.25 - $149.93 $1.42 Million - $1.68 Million	11,224 Added 80.85%	25,106 $3.17 Million
Q2 2022 Jul 06, 2022	BUY	$132.36 - $163.65 $979,728 - $1.21 Million	7,402 Added 114.23%	13,882 $2.01 Million
Q1 2022 May 03, 2022	BUY	$143.22 - $164.21 $113,430 - $130,054	792 Added 13.92%	6,480 $990,000
Q2 2021 Sep 01, 2021	SELL	$131.18 - $138.43 $153,611 - $162,101	-1,171 Reduced 17.07%	5,688 $767,000
Q1 2021 May 13, 2021	BUY	$122.15 - $140.16 $784,325 - $899,967	6,421 Added 1465.98%	6,859 $929,000
Q4 2020 Jan 28, 2021	BUY	$135.51 - $144.49 $59,353 - $63,286	438 New	438 $61,000

Others Institutions Holding PG

# of Institutions

3,896

Shares Held

1.52B

Call Options Held

12.9M

Put Options Held

10.3M

View Full List

About PROCTER & GAMBLE Co

Ticker PG
Exchange NYSE
Sector Consumer Defensive
Industry Household & Personal Products
Shares Outstandng 2,369,700,096
Market Cap $391B
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...

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Goal Vest Advisory LLC Procter & Gamble CO Transaction History