Summit Financial Wealth Advisors, LLC Procter & Gamble CO Transaction History

Summit Financial Wealth Advisors, LLC

  • $441 Million
  • Q1 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 1,729 shares of PG stock, worth $290,402. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,729
Previous 1,375 25.75%
Holding current value
$290,402
Previous $201,000 39.3%
% of portfolio
0.06%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$147.42 - $162.61 $52,186 - $57,563
354 Added 25.75%
1,729 $280,000
Q4 2023

Jan 19, 2024
BUY
$143.0 - $153.52 $196,625 - $211,090
1,375 New
1,375 $201,000
Q2 2022

Jul 26, 2022
BUY
$132.36 - $163.65 $197,613 - $244,329
1,493 New
1,493 $215,000
Q4 2021

Jan 12, 2022
SELL
$138.79 - $164.19 $209,295 - $247,598
-1,508 Closed
0 $0
Q3 2021

Nov 05, 2021
BUY
$135.24 - $145.68 $203,941 - $219,685
1,508 New
1,508 $211,000
Q4 2020

Jan 11, 2021
SELL
$135.51 - $144.49 $275,762 - $294,037
-2,035 Closed
0 $0
Q3 2020

Nov 09, 2020
BUY
$119.98 - $140.51 $37,793 - $44,260
315 Added 18.31%
2,035 $282,000
Q2 2020

Jul 16, 2020
SELL
$109.33 - $124.69 $12,791 - $14,588
-117 Reduced 6.37%
1,720 $211,000
Q1 2020

Apr 29, 2020
SELL
$97.7 - $127.14 $19,637 - $25,555
-201 Reduced 9.86%
1,837 $216,000
Q4 2019

Jan 28, 2020
SELL
$116.63 - $126.09 $4,198 - $4,539
-36 Reduced 1.74%
2,038 $256,000
Q2 2019

Jul 16, 2019
BUY
$102.91 - $112.33 $213,435 - $232,972
2,074 New
2,074 $227,000
Q4 2018

Feb 01, 2019
SELL
$78.87 - $96.64 $235,269 - $288,277
-2,983 Closed
0 $0
Q3 2018

Oct 22, 2018
BUY
$77.86 - $85.82 $232,256 - $256,001
2,983 New
2,983 $239,000
Q1 2018

Apr 06, 2018
SELL
$75.91 - $91.89 $199,263 - $241,211
-2,625 Closed
0 $0
Q4 2017

Feb 05, 2018
SELL
$86.05 - $93.14 $345,748 - $374,236
-4,018 Reduced 60.48%
2,625 $241,000
Q3 2017

Nov 06, 2017
SELL
$90.67 - $94.4 $522,803 - $544,310
-5,766 Reduced 46.47%
6,643 $604,000
Q2 2017

Aug 14, 2017
BUY
N/A
12,409
12,409 $1.08 Million

Others Institutions Holding PG

# of Institutions
3,899
Shares Held
1.52B
Call Options Held
12.9M
Put Options Held
10.3M
View Full List

About PROCTER & GAMBLE Co

PG Quotes by TradingView
  • 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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