A detailed history of Mount Yale Investment Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 41,855 shares of PG stock, worth $6.99 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
41,855
Previous 42,217 0.86%
Holding current value
$6.99 Million
Previous $6.96 Million 4.08%
% of portfolio
0.7%
Previous 0.56%

Shares

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

Oct 23, 2024

SELL
$160.76 - $177.82 $58,195 - $64,370
-362 Reduced 0.86%
41,855 $7.25 Million
Q2 2024

Aug 13, 2024

SELL
$155.33 - $168.56 $279,438 - $303,239
-1,799 Reduced 4.09%
42,217 $6.96 Million
Q1 2024

May 15, 2024

BUY
$147.42 - $162.61 $62,506 - $68,946
424 Added 0.97%
44,016 $7.14 Million
Q4 2023

Feb 12, 2024

BUY
$143.0 - $153.52 $237,666 - $255,150
1,662 Added 3.96%
43,592 $6.39 Million
Q3 2023

Oct 11, 2023

BUY
$145.86 - $157.09 $8,751 - $9,425
60 Added 0.14%
41,930 $6.12 Million
Q2 2023

Aug 14, 2023

SELL
$142.5 - $156.57 $218,880 - $240,491
-1,536 Reduced 3.54%
41,870 $6.35 Million
Q1 2023

May 11, 2023

BUY
$136.57 - $153.91 $114,991 - $129,592
842 Added 1.98%
43,406 $6.45 Million
Q4 2022

Feb 13, 2023

BUY
$123.76 - $153.95 $97,894 - $121,774
791 Added 1.89%
42,564 $6.45 Million
Q3 2022

Nov 07, 2022

SELL
$126.25 - $149.93 $1.08 Million - $1.28 Million
-8,543 Reduced 16.98%
41,773 $5.27 Million
Q2 2022

Aug 02, 2022

SELL
$132.36 - $163.65 $53,341 - $65,950
-403 Reduced 0.79%
50,316 $7.24 Million
Q1 2022

May 03, 2022

BUY
$143.22 - $164.21 $415,910 - $476,865
2,904 Added 6.07%
50,719 $7.75 Million
Q4 2021

Feb 02, 2022

BUY
$138.79 - $164.19 $130,462 - $154,338
940 Added 2.01%
47,815 $7.82 Million
Q3 2021

Nov 02, 2021

BUY
$135.24 - $145.68 $1.34 Million - $1.44 Million
9,878 Added 26.7%
46,875 $6.55 Million
Q2 2021

Aug 04, 2021

BUY
$131.18 - $138.43 $40,141 - $42,359
306 Added 0.83%
36,997 $4.99 Million
Q1 2021

May 04, 2021

SELL
$122.15 - $140.16 $3,053 - $3,504
-25 Reduced 0.07%
36,691 $4.97 Million
Q4 2020

Feb 12, 2021

BUY
$135.51 - $144.49 $19,648 - $20,951
145 Added 0.4%
36,716 $5.11 Million
Q3 2020

Nov 16, 2020

BUY
$119.98 - $140.51 $3.87 Million - $4.53 Million
32,240 Added 744.4%
36,571 $5.08 Million
Q2 2020

Jul 09, 2020

SELL
$109.33 - $124.69 $293,004 - $334,169
-2,680 Reduced 38.23%
4,331 $518,000
Q1 2020

May 04, 2020

SELL
$97.7 - $127.14 $29,798 - $38,777
-305 Reduced 4.17%
7,011 $771,000
Q4 2019

Feb 13, 2020

BUY
$116.63 - $126.09 $274,313 - $296,563
2,352 Added 47.38%
7,316 $912,000
Q3 2019

Nov 14, 2019

BUY
$110.49 - $124.57 $68,061 - $76,735
616 Added 14.17%
4,964 $592,000
Q2 2019

Aug 13, 2019

SELL
$102.91 - $112.33 $92,310 - $100,760
-897 Reduced 17.1%
4,348 $502,000
Q1 2019

May 15, 2019

SELL
$90.44 - $104.05 $326,850 - $376,036
-3,614 Reduced 40.79%
5,245 $546,000
Q4 2018

Feb 14, 2019

BUY
$78.87 - $96.64 $259,324 - $317,752
3,288 Added 59.02%
8,859 $871,000
Q3 2018

Nov 13, 2018

BUY
$77.86 - $85.82 $138,045 - $152,158
1,773 Added 46.68%
5,571 $509,000
Q2 2018

Aug 22, 2018

BUY
$70.94 - $79.05 $34,689 - $38,655
489 Added 14.78%
3,798 $297,000
Q1 2018

Jun 25, 2018

BUY
$75.91 - $91.89 $251,186 - $304,064
3,309 New
3,309 $262,000

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 $396B
  • 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 Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, 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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.