Peak Financial Management, Inc. Procter & Gamble CO Transaction History

Peak Financial Management, Inc.

$336 Million
Q3 2024

A detailed history of Peak Financial Management, Inc. transactions in Procter & Gamble CO stock. As of the latest transaction made, Peak Financial Management, Inc. holds 2,561 shares of PG stock, worth $430,401. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,561

Previous 2,454 4.36%

Holding current value

$430,401

Previous $404,000 9.65%

% of portfolio

0.13%

Previous 0.13%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$160.76 - $177.82 $17,201 - $19,026	107 Added 4.36%	2,561 $443,000
Q2 2024 Jul 22, 2024	SELL	$155.33 - $168.56 $155 - $168	-1 Reduced 0.04%	2,454 $404,000
Q4 2023 Jan 18, 2024	BUY	$143.0 - $153.52 $14,014 - $15,044	98 Added 4.16%	2,455 $359,000
Q3 2023 Oct 24, 2023	BUY	$145.86 - $157.09 $4,813 - $5,183	33 Added 1.42%	2,357 $343,000
Q4 2022 Jan 27, 2023	SELL	$123.76 - $153.95 $618 - $769	-5 Reduced 0.21%	2,324 $352,000
Q3 2022 Oct 28, 2022	BUY	$126.25 - $149.93 $3,030 - $3,598	24 Added 1.04%	2,329 $294,000
Q4 2021 Jan 27, 2022	SELL	$138.79 - $164.19 $416 - $492	-3 Reduced 0.13%	2,305 $377,000
Q1 2021 Apr 29, 2021	SELL	$122.15 - $140.16 $122 - $140	-1 Reduced 0.04%	2,308 $313,000
Q4 2020 Jan 26, 2021	SELL	$135.51 - $144.49 $406 - $433	-3 Reduced 0.13%	2,309 $321,000
Q1 2020 Apr 29, 2020	BUY	$97.7 - $127.14 $6,252 - $8,136	64 Added 2.85%	2,312 $254,000
Q4 2019 Jan 31, 2020	SELL	$116.63 - $126.09 $233 - $252	-2 Reduced 0.09%	2,248 $281,000
Q3 2019 Oct 29, 2019	SELL	$110.49 - $124.57 $22,098 - $24,914	-200 Reduced 8.16%	2,250 $280,000
Q2 2019 Aug 01, 2019	BUY	$102.91 - $112.33 $20,582 - $22,466	200 Added 8.89%	2,450 $269,000
Q1 2019 May 01, 2019	SELL	$90.44 - $104.05 $291,849 - $335,769	-3,227 Reduced 58.92%	2,250 $234,000
Q4 2018 Jan 30, 2019	SELL	$78.87 - $96.64 $48,268 - $59,143	-612 Reduced 10.05%	5,477 $503,000
Q3 2018 Nov 06, 2018	BUY	$77.86 - $85.82 $10,277 - $11,328	132 Added 2.22%	6,089 $507,000
Q2 2018 Jul 19, 2018	SELL	$70.94 - $79.05 $9,718 - $10,829	-137 Reduced 2.25%	5,957 $465,000
Q1 2018 May 08, 2018	SELL	$75.91 - $91.89 $10,627 - $12,864	-140 Reduced 2.25%	6,094 $483,000
Q4 2017 Feb 08, 2018	BUY	$86.05 - $93.14 $2,151 - $2,328	25 Added 0.4%	6,234 $573,000
Q3 2017 Oct 30, 2017	BUY	$90.67 - $94.4 $17,680 - $18,408	195 Added 3.24%	6,209 $565,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,014	6,014 $524,000

Others Institutions Holding PG

# of Institutions

4,078

Shares Held

1.54B

Call Options Held

15M

Put Options Held

13M

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...

More about PG

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Peak Financial Management, Inc. Procter & Gamble CO Transaction History