A detailed history of Primoris Wealth Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 1,491 shares of PG stock, worth $257,570. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,491
Previous 1,683 11.41%
Holding current value
$257,570
Previous $277,000 6.86%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Nov 01, 2024

SELL
$160.76 - $177.82 $30,865 - $34,141
-192 Reduced 11.41%
1,491 $258,000
Q2 2024

Aug 01, 2024

SELL
$155.33 - $168.56 $172,882 - $187,607
-1,113 Reduced 39.81%
1,683 $277,000
Q1 2024

May 07, 2024

BUY
$147.42 - $162.61 $11,793 - $13,008
80 Added 2.95%
2,796 $453,000
Q4 2023

Feb 15, 2024

BUY
$143.0 - $153.52 $70,785 - $75,992
495 Added 22.29%
2,716 $398,000
Q3 2023

Oct 31, 2023

SELL
$145.86 - $157.09 $6,271 - $6,754
-43 Reduced 1.9%
2,221 $323,000
Q2 2023

Aug 03, 2023

BUY
$142.5 - $156.57 $997 - $1,095
7 Added 0.31%
2,264 $343,000
Q1 2023

Apr 25, 2023

BUY
$136.57 - $153.91 $1,775 - $2,000
13 Added 0.58%
2,257 $335,000
Q3 2022

Oct 20, 2022

SELL
$126.25 - $149.93 $9,342 - $11,094
-74 Reduced 3.19%
2,244 $283,000
Q2 2022

Jul 29, 2022

BUY
$132.36 - $163.65 $12,441 - $15,383
94 Added 4.23%
2,318 $334,000
Q4 2021

Feb 08, 2022

BUY
$138.79 - $164.19 $308,668 - $365,158
2,224 New
2,224 $364,000

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 $409B
  • 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 Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth 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 Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.