A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Procter & Gamble CO stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 569 shares of PG stock, worth $98,749. This represents 0.02% of its overall portfolio holdings.

Number of Shares
569
Previous 272 109.19%
Holding current value
$98,749
Previous $44,000 111.36%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 06, 2024

BUY
$155.33 - $168.56 $46,133 - $50,062
297 Added 109.19%
569 $93,000
Q1 2024

May 15, 2024

BUY
$147.42 - $162.61 $5,012 - $5,528
34 Added 14.29%
272 $44,000
Q4 2023

Feb 06, 2024

BUY
$143.0 - $153.52 $34,034 - $36,537
238 New
238 $34,000
Q4 2020

Feb 16, 2021

SELL
$135.51 - $144.49 $27,102 - $28,898
-200 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$119.98 - $140.51 $23,996 - $28,102
200 New
200 $28,000

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 $411B
  • 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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.