A detailed history of Phillips Financial Management, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,456 shares of PG stock, worth $237,924. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,456
Previous 1,408 3.41%
Holding current value
$237,924
Previous $232,000 8.62%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 07, 2024

BUY
$160.76 - $177.82 $7,716 - $8,535
48 Added 3.41%
1,456 $252,000
Q2 2024

Aug 08, 2024

BUY
$155.33 - $168.56 $22,056 - $23,935
142 Added 11.22%
1,408 $232,000
Q1 2024

Apr 23, 2024

BUY
$147.42 - $162.61 $186,633 - $205,864
1,266 New
1,266 $205,000

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 $387B
  • 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 Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.