A detailed history of Morton Brown Family Wealth, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 136 shares of PG stock, worth $22,529. This represents 0.01% of its overall portfolio holdings.

Number of Shares
136
Previous 417 67.39%
Holding current value
$22,529
Previous $61,000 63.93%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Apr 23, 2024

SELL
$147.42 - $162.61 $41,425 - $45,693
-281 Reduced 67.39%
136 $22,000
Q4 2023

Jan 26, 2024

BUY
$143.0 - $153.52 $40,183 - $43,139
281 Added 206.62%
417 $61,000
Q2 2023

Jul 25, 2023

SELL
$142.5 - $156.57 $2,707 - $2,974
-19 Reduced 12.26%
136 $20,000
Q1 2023

Apr 25, 2023

BUY
$136.57 - $153.91 $2,594 - $2,924
19 Added 13.97%
155 $23,000
Q3 2022

Oct 31, 2022

SELL
$126.25 - $149.93 $5,176 - $6,147
-41 Reduced 23.16%
136 $17,000
Q2 2022

Jul 21, 2022

BUY
$132.36 - $163.65 $5,426 - $6,709
41 Added 30.15%
177 $25,000
Q1 2022

Apr 20, 2022

SELL
$143.22 - $164.21 $22,199 - $25,452
-155 Reduced 53.26%
136 $21,000
Q4 2021

Feb 11, 2022

BUY
$138.79 - $164.19 $40,387 - $47,779
291 New
291 $48,000

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 $393B
  • 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 Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, 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 Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.