A detailed history of Source Financial Advisors LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Source Financial Advisors LLC holds 2,662 shares of PG stock, worth $452,353. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,662
Previous 2,661 0.04%
Holding current value
$452,353
Previous $431,000 1.86%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Jul 17, 2024

BUY
$155.33 - $168.56 $155 - $168
1 Added 0.04%
2,662 $439,000
Q1 2024

May 01, 2024

SELL
$147.42 - $162.61 $442 - $487
-3 Reduced 0.11%
2,661 $431,000
Q4 2023

Jan 11, 2024

BUY
$143.0 - $153.52 $15,587 - $16,733
109 Added 4.27%
2,664 $390,000
Q3 2023

Oct 26, 2023

BUY
$145.86 - $157.09 $4,375 - $4,712
30 Added 1.19%
2,555 $372,000
Q2 2023

Jul 24, 2023

BUY
$142.5 - $156.57 $12,825 - $14,091
90 Added 3.7%
2,525 $383,000
Q1 2023

Apr 20, 2023

BUY
$136.57 - $153.91 $37,966 - $42,786
278 Added 12.89%
2,435 $362,000
Q4 2022

Jan 31, 2023

BUY
$123.76 - $153.95 $12,004 - $14,933
97 Added 4.71%
2,157 $326,000
Q3 2022

Nov 14, 2022

SELL
$126.25 - $149.93 $6,565 - $7,796
-52 Reduced 2.46%
2,060 $260,000
Q2 2022

Aug 15, 2022

BUY
$132.36 - $163.65 $24,618 - $30,438
186 Added 9.66%
2,112 $304,000
Q1 2022

May 16, 2022

BUY
$143.22 - $164.21 $8,736 - $10,016
61 Added 3.27%
1,926 $294,000
Q4 2021

Feb 14, 2022

SELL
$138.79 - $164.19 $40,387 - $47,779
-291 Reduced 13.5%
1,865 $305,000
Q1 2021

May 17, 2021

BUY
$122.15 - $140.16 $263,355 - $302,184
2,156 New
2,156 $292,000

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 $403B
  • 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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