A detailed history of Sax Wealth Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,733 shares of PG stock, worth $794,954. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,733
Previous 4,444 6.5%
Holding current value
$794,954
Previous $721,000 8.18%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 12, 2024

BUY
$155.33 - $168.56 $44,890 - $48,713
289 Added 6.5%
4,733 $780,000
Q1 2024

May 13, 2024

BUY
$147.42 - $162.61 $98,918 - $109,111
671 Added 17.78%
4,444 $721,000
Q4 2023

Feb 14, 2024

BUY
$143.0 - $153.52 $91,949 - $98,713
643 Added 20.54%
3,773 $552,000
Q3 2023

Nov 07, 2023

SELL
$145.86 - $157.09 $24,796 - $26,705
-170 Reduced 5.15%
3,130 $456,000
Q2 2023

Aug 10, 2023

SELL
$142.5 - $156.57 $7,552 - $8,298
-53 Reduced 1.58%
3,300 $500,000
Q4 2022

Feb 06, 2023

SELL
$123.76 - $153.95 $119,675 - $148,869
-967 Reduced 22.38%
3,353 $508,000
Q3 2022

Nov 08, 2022

SELL
$126.25 - $149.93 $15,150 - $17,991
-120 Reduced 2.7%
4,320 $545,000
Q2 2022

Aug 11, 2022

BUY
$132.36 - $163.65 $3,706 - $4,582
28 Added 0.63%
4,440 $638,000
Q4 2021

Feb 07, 2022

BUY
$138.79 - $164.19 $189,031 - $223,626
1,362 Added 44.66%
4,412 $722,000
Q3 2021

Dec 10, 2021

BUY
$135.24 - $145.68 $135 - $145
1 Added 0.03%
3,050 $426,000
Q2 2021

Aug 12, 2021

BUY
$131.18 - $138.43 $131 - $138
1 Added 0.03%
3,049 $411,000
Q1 2021

May 14, 2021

BUY
$122.15 - $140.16 $610 - $700
5 Added 0.16%
3,048 $413,000
Q4 2020

Feb 16, 2021

BUY
$135.51 - $144.49 $412,356 - $439,683
3,043 New
3,043 $423,000

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 $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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