A detailed history of Institute For Wealth Management, Llc. transactions in Procter & Gamble CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,273 shares of PG stock, worth $1.23 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,273
Previous 7,316 0.59%
Holding current value
$1.23 Million
Previous $1.21 Million 4.39%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 12, 2024

SELL
$160.76 - $177.82 $6,912 - $7,646
-43 Reduced 0.59%
7,273 $1.26 Million
Q2 2024

Jul 25, 2024

BUY
$155.33 - $168.56 $14,756 - $16,013
95 Added 1.32%
7,316 $1.21 Million
Q1 2024

Apr 30, 2024

BUY
$147.42 - $162.61 $131,351 - $144,885
891 Added 14.08%
7,221 $1.17 Million
Q4 2023

Jan 31, 2024

SELL
$143.0 - $153.52 $3,432 - $3,684
-24 Reduced 0.38%
6,330 $927,000
Q2 2023

Jul 25, 2023

SELL
$142.5 - $156.57 $2,280 - $2,505
-16 Reduced 0.25%
6,354 $964,000
Q1 2023

Apr 20, 2023

SELL
$136.57 - $153.91 $40,971 - $46,173
-300 Reduced 4.5%
6,370 $947,000
Q4 2022

Feb 02, 2023

SELL
$123.76 - $153.95 $54,206 - $67,430
-438 Reduced 6.16%
6,670 $1.01 Million
Q1 2022

Apr 29, 2022

SELL
$143.22 - $164.21 $20,337 - $23,317
-142 Reduced 1.96%
7,108 $1.09 Million
Q4 2021

Jan 21, 2022

BUY
$138.79 - $164.19 $2,359 - $2,791
17 Added 0.24%
7,250 $1.19 Million
Q3 2021

Nov 15, 2021

SELL
$135.24 - $145.68 $8,520 - $9,177
-63 Reduced 0.86%
7,233 $1.01 Million
Q2 2021

Jul 21, 2021

SELL
$131.18 - $138.43 $6,034 - $6,367
-46 Reduced 0.63%
7,296 $985,000
Q1 2021

May 04, 2021

SELL
$122.15 - $140.16 $14,413 - $16,538
-118 Reduced 1.58%
7,342 $994,000
Q4 2020

Feb 01, 2021

SELL
$135.51 - $144.49 $62,605 - $66,754
-462 Reduced 5.83%
7,460 $1.04 Million
Q3 2020

Nov 03, 2020

BUY
$119.98 - $140.51 $7,438 - $8,711
62 Added 0.79%
7,922 $1.1 Million
Q2 2020

Jul 30, 2020

BUY
$109.33 - $124.69 $66,472 - $75,811
608 Added 8.38%
7,860 $940,000
Q1 2020

Apr 29, 2020

BUY
$97.7 - $127.14 $3,126 - $4,068
32 Added 0.44%
7,252 $798,000
Q4 2019

Feb 27, 2020

BUY
$116.63 - $126.09 $736,868 - $796,636
6,318 Added 700.44%
7,220 $902,000
Q4 2019

Jan 27, 2020

SELL
$116.63 - $126.09 $760,194 - $821,854
-6,518 Reduced 87.84%
902 $902,000
Q3 2019

Oct 28, 2019

SELL
$110.49 - $124.57 $873,423 - $984,725
-7,905 Reduced 51.58%
7,420 $923,000
Q2 2019

Aug 02, 2019

SELL
$102.91 - $112.33 $81,710 - $89,190
-794 Reduced 4.93%
15,325 $1.68 Million
Q1 2019

May 15, 2019

BUY
$90.44 - $104.05 $1.46 Million - $1.68 Million
16,119 New
16,119 $1.68 Million
Q4 2018

Feb 08, 2019

SELL
$78.87 - $96.64 $1.44 Million - $1.77 Million
-18,292 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$77.86 - $85.82 $81,753 - $90,111
-1,050 Reduced 5.43%
18,292 $1.51 Million
Q2 2018

Aug 10, 2018

BUY
$70.94 - $79.05 $47,742 - $53,200
673 Added 3.6%
19,342 $1.51 Million
Q1 2018

May 15, 2018

BUY
$75.91 - $91.89 $404,979 - $490,233
5,335 Added 40.01%
18,669 $1.35 Million
Q4 2017

Feb 12, 2018

SELL
$86.05 - $93.14 $562,939 - $609,321
-6,542 Reduced 32.91%
13,334 $1.23 Million
Q3 2017

Nov 14, 2017

BUY
$90.67 - $94.4 $28,470 - $29,641
314 Added 1.61%
19,876 $1.8 Million
Q2 2017

Aug 14, 2017

BUY
N/A
19,562
19,562 $1.7 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 $401B
  • 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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