A detailed history of Roberts Wealth Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 27,070 shares of PG stock, worth $4.52 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
27,070
Previous 26,261 3.08%
Holding current value
$4.52 Million
Previous $4.33 Million 8.22%
% of portfolio
1.6%
Previous 1.58%

Shares

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

Oct 15, 2024

BUY
$160.76 - $177.82 $130,054 - $143,856
809 Added 3.08%
27,070 $4.69 Million
Q2 2024

Aug 13, 2024

SELL
$155.33 - $168.56 $28,114 - $30,509
-181 Reduced 0.68%
26,261 $4.33 Million
Q1 2024

Apr 17, 2024

BUY
$147.42 - $162.61 $51,302 - $56,588
348 Added 1.33%
26,442 $4.29 Million
Q4 2023

Jan 17, 2024

SELL
$143.0 - $153.52 $19,877 - $21,339
-139 Reduced 0.53%
26,094 $11.8 Million
Q3 2023

Oct 17, 2023

SELL
$145.86 - $157.09 $437 - $471
-3 Reduced 0.01%
26,233 $3.83 Million
Q2 2023

Jul 12, 2023

SELL
$142.5 - $156.57 $113,715 - $124,942
-798 Reduced 2.95%
26,236 $3.98 Million
Q1 2023

Apr 11, 2023

BUY
$136.57 - $153.91 $59,134 - $66,643
433 Added 1.63%
27,034 $4.02 Million
Q4 2022

Jan 10, 2023

BUY
$123.76 - $153.95 $159,897 - $198,903
1,292 Added 5.1%
26,601 $0
Q3 2022

Oct 13, 2022

BUY
$126.25 - $149.93 $35,728 - $42,430
283 Added 1.13%
25,309 $3.2 Million
Q2 2022

Jul 11, 2022

BUY
$132.36 - $163.65 $70,547 - $87,225
533 Added 2.18%
25,026 $3.63 Million
Q1 2022

Apr 12, 2022

BUY
$143.22 - $164.21 $18,761 - $21,511
131 Added 0.54%
24,493 $3.8 Million
Q4 2021

Jan 12, 2022

BUY
$138.79 - $164.19 $59,402 - $70,273
428 Added 1.79%
24,362 $3.97 Million
Q3 2021

Oct 12, 2021

BUY
$135.24 - $145.68 $3.24 Million - $3.49 Million
23,934 New
23,934 $3.35 Million

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 Roberts Wealth Advisors, LLC Portfolio

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

News

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