Modern Wealth Management, LLC Procter & Gamble CO Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Modern Wealth Management, LLC holds 64,626 shares of PG stock, worth $10.8 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

64,626

Previous 63,729 1.41%

Holding current value

$10.8 Million

Previous $10.9 Billion 99.9%

% of portfolio

0.36%

Previous 0.35%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$158.56 - $176.26 $142,228 - $158,105	897 Added 1.41%	64,626 $11 Million
Q1 2025 May 15, 2025	BUY	$158.56 - $176.26 $1.34 Million - $1.49 Million	8,469 Added 15.33%	63,729 $10.9 Billion
Q4 2024 May 30, 2025	SELL	$161.05 - $179.7 $1.22 Million - $1.36 Million	-7,583 Reduced 11.9%	56,146 $9.41 Million
Q4 2024 May 29, 2025	SELL	$161.05 - $179.7 $1.28 Million - $1.42 Million	-7,918 Reduced 12.42%	55,811 $9.36 Million
Q4 2024 Feb 11, 2025	BUY	$161.05 - $179.7 $1.86 Million - $2.07 Million	11,540 Added 26.4%	55,260 $9.26 Billion
Q3 2024 May 30, 2025	SELL	$160.76 - $177.82 $3.22 Million - $3.56 Million	-20,034 Reduced 31.44%	43,695 $7.56 Million
Q3 2024 May 29, 2025	SELL	$160.76 - $177.82 $3.27 Million - $3.62 Million	-20,369 Reduced 31.96%	43,360 $7.51 Million
Q3 2024 Nov 05, 2024	BUY	$160.76 - $177.82 $67,358 - $74,506	419 Added 0.97%	43,720 $7.57 Billion
Q2 2024 May 29, 2025	SELL	$155.33 - $168.56 $3.18 Million - $3.45 Million	-20,454 Reduced 32.1%	43,275 $7.14 Million
Q2 2024 Aug 07, 2024	BUY	$155.33 - $168.56 $107,022 - $116,137	689 Added 1.62%	43,301 $7.14 Billion
Q1 2024 May 28, 2025	SELL	$147.42 - $162.61 $3.22 Million - $3.55 Million	-21,850 Reduced 34.29%	41,879 $6.79 Billion
Q1 2024 May 13, 2024	BUY	$147.42 - $162.61 $573,906 - $633,040	3,893 Added 10.05%	42,612 $7.11 Billion
Q4 2023 May 28, 2025	SELL	$143.0 - $153.52 $3.55 Million - $3.81 Million	-24,821 Reduced 38.95%	38,908 $5.7 Billion
Q4 2023 Feb 14, 2024	BUY	$143.0 - $153.52 $5.54 Million - $5.94 Million	38,719 New	38,719 $5.67 Billion

Others Institutions Holding PG

# of Institutions

4,466

Shares Held

1.57B

Call Options Held

15.8M

Put Options Held

9.88M

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 $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...

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Modern Wealth Management, LLC Procter & Gamble CO Transaction History