Mark Sheptoff Financial Planning, LLC Procter & Gamble CO Transaction History

Mark Sheptoff Financial Planning, LLC

  • $179 Million
  • Q1 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 6,672 shares of PG stock, worth $1.1 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
6,672
Previous 6,772 1.48%
Holding current value
$1.1 Million
Previous $992,000 9.07%
% of portfolio
0.6%
Previous 0.6%

Shares

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

May 10, 2024
SELL
$147.42 - $162.61 $14,741 - $16,261
-100 Reduced 1.48%
6,672 $1.08 Million
Q4 2023

Feb 09, 2024
SELL
$143.0 - $153.52 $2,860 - $3,070
-20 Reduced 0.29%
6,772 $992,000
Q3 2023

Nov 09, 2023
SELL
$145.86 - $157.09 $7,293 - $7,854
-50 Reduced 0.73%
6,792 $990,000
Q2 2023

Aug 10, 2023
SELL
$142.5 - $156.57 $49,875 - $54,799
-350 Reduced 4.87%
6,842 $1.04 Million
Q1 2023

May 11, 2023
SELL
$136.57 - $153.91 $6,691 - $7,541
-49 Reduced 0.68%
7,192 $1.07 Million
Q4 2022

Feb 14, 2023
SELL
$123.76 - $153.95 $135,269 - $168,267
-1,093 Reduced 13.11%
7,241 $1.1 Million
Q2 2022

Aug 11, 2022
BUY
$132.36 - $163.65 $9,397 - $11,619
71 Added 0.86%
8,334 $1.2 Million
Q1 2022

May 12, 2022
SELL
$143.22 - $164.21 $341,436 - $391,476
-2,384 Reduced 22.39%
8,263 $1.26 Million
Q4 2021

Feb 11, 2022
SELL
$138.79 - $164.19 $10,964 - $12,971
-79 Reduced 0.74%
10,647 $1.74 Million
Q3 2021

Nov 10, 2021
SELL
$135.24 - $145.68 $263,582 - $283,930
-1,949 Reduced 15.38%
10,726 $1.5 Million
Q2 2021

Aug 12, 2021
BUY
$131.18 - $138.43 $294,630 - $310,913
2,246 Added 21.54%
12,675 $1.71 Million
Q4 2020

Feb 11, 2021
BUY
$135.51 - $144.49 $163,289 - $174,110
1,205 Added 13.06%
10,429 $1.45 Million
Q3 2020

Nov 12, 2020
BUY
$119.98 - $140.51 $77,387 - $90,628
645 Added 7.52%
9,224 $1.28 Million
Q2 2020

Aug 10, 2020
SELL
$109.33 - $124.69 $29,300 - $33,416
-268 Reduced 3.03%
8,579 $1.03 Million
Q4 2019

Feb 10, 2020
SELL
$116.63 - $126.09 $5,831 - $6,304
-50 Reduced 0.56%
8,847 $1.11 Million
Q3 2019

Nov 12, 2019
BUY
$110.49 - $124.57 $364,506 - $410,956
3,299 Added 58.93%
8,897 $1.11 Million
Q1 2019

May 10, 2019
BUY
$90.44 - $104.05 $9,044 - $10,405
100 Added 1.82%
5,598 $582,000
Q3 2018

Nov 13, 2018
SELL
$77.86 - $85.82 $83,465 - $91,999
-1,072 Reduced 16.32%
5,498 $458,000
Q2 2018

Aug 09, 2018
SELL
$70.94 - $79.05 $247,793 - $276,121
-3,493 Reduced 34.71%
6,570 $513,000
Q1 2018

May 08, 2018
BUY
$75.91 - $91.89 $10,399 - $12,588
137 Added 1.38%
10,063 $798,000
Q4 2017

Feb 09, 2018
SELL
$86.05 - $93.14 $8,605 - $9,314
-100 Reduced 1.0%
9,926 $912,000
Q3 2017

Nov 09, 2017
BUY
$90.67 - $94.4 $909,057 - $946,454
10,026
10,026 $912,000

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

PG Quotes by TradingView
  • 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...
More about PG
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