A detailed history of Marcum Wealth, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 13,514 shares of PG stock, worth $2.37 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
13,514
Previous 14,261 5.24%
Holding current value
$2.37 Million
Previous $2.31 Million 3.67%
% of portfolio
0.23%
Previous 0.24%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

SELL
$155.33 - $168.56 $116,031 - $125,914
-747 Reduced 5.24%
13,514 $2.23 Million
Q1 2024

Apr 10, 2024

SELL
$147.42 - $162.61 $15,184 - $16,748
-103 Reduced 0.72%
14,261 $2.31 Million
Q4 2023

Jan 10, 2024

BUY
$143.0 - $153.52 $70,499 - $75,685
493 Added 3.55%
14,364 $2.1 Million
Q3 2023

Oct 10, 2023

SELL
$145.86 - $157.09 $131,274 - $141,381
-900 Reduced 6.09%
13,871 $2.02 Million
Q2 2023

Jul 13, 2023

BUY
$142.5 - $156.57 $48,165 - $52,920
338 Added 2.34%
14,771 $2.24 Million
Q1 2023

Apr 19, 2023

SELL
$136.57 - $153.91 $22,943 - $25,856
-168 Reduced 1.15%
14,433 $2.15 Million
Q4 2022

Jan 12, 2023

BUY
$123.76 - $153.95 $31,187 - $38,795
252 Added 1.76%
14,601 $0
Q3 2022

Oct 11, 2022

BUY
$126.25 - $149.93 $121,705 - $144,532
964 Added 7.2%
14,349 $1.81 Million
Q2 2022

Jul 14, 2022

BUY
$132.36 - $163.65 $96,225 - $118,973
727 Added 5.74%
13,385 $1.93 Million
Q1 2022

Apr 20, 2022

SELL
$143.22 - $164.21 $14,322 - $16,421
-100 Reduced 0.78%
12,658 $1.93 Million
Q4 2021

Feb 01, 2022

BUY
$138.79 - $164.19 $146,145 - $172,892
1,053 Added 9.0%
12,758 $2.09 Million
Q3 2021

Nov 08, 2021

BUY
$135.24 - $145.68 $246,677 - $265,720
1,824 Added 18.46%
11,705 $1.64 Million
Q2 2021

Aug 10, 2021

SELL
$131.18 - $138.43 $59,686 - $62,985
-455 Reduced 4.4%
9,881 $1.33 Million
Q1 2021

May 11, 2021

BUY
$122.15 - $140.16 $741,939 - $851,331
6,074 Added 142.52%
10,336 $1.4 Million
Q4 2020

Feb 09, 2021

BUY
$135.51 - $144.49 $57,456 - $61,263
424 Added 11.05%
4,262 $593,000
Q3 2020

Nov 09, 2020

SELL
$119.98 - $140.51 $20,276 - $23,746
-169 Reduced 4.22%
3,838 $533,000
Q2 2020

Aug 14, 2020

BUY
$109.33 - $124.69 $37,281 - $42,519
341 Added 9.3%
4,007 $479,000
Q1 2020

May 14, 2020

BUY
$97.7 - $127.14 $11,333 - $14,748
116 Added 3.27%
3,666 $403,000
Q4 2019

Feb 13, 2020

BUY
$116.63 - $126.09 $414,036 - $447,619
3,550 New
3,550 $443,000

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 $416B
  • 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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