A detailed history of Holistic Planning, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Holistic Planning, LLC holds 16,762 shares of PG stock, worth $2.82 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
16,762
Previous 4,538 269.37%
Holding current value
$2.82 Million
Previous $736 Million 294.3%
% of portfolio
1.23%
Previous 0.57%

Shares

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

Nov 01, 2024

BUY
$160.76 - $177.82 $1.97 Million - $2.17 Million
12,224 Added 269.37%
16,762 $2.9 Billion
Q1 2024

May 01, 2024

SELL
$147.42 - $162.61 $2,358 - $2,601
-16 Reduced 0.35%
4,538 $736 Million
Q4 2023

Feb 14, 2024

BUY
$143.0 - $153.52 $651,222 - $699,130
4,554 New
4,554 $667 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 $398B
  • 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 Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.