A detailed history of Summit Wealth Group, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Summit Wealth Group, LLC holds 6,685 shares of PG stock, worth $1.12 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,685
Previous 6,685 -0.0%
Holding current value
$1.12 Million
Previous $1.1 Million 5.08%
% of portfolio
0.33%
Previous 0.33%

Shares

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

Jul 31, 2024

BUY
$155.33 - $168.56 $1.04 Million - $1.13 Million
6,685 New
6,685 $1.1 Million
Q2 2023

Jul 26, 2023

SELL
$142.5 - $156.57 $154 Million - $169 Million
-1,079,977 Reduced 99.33%
7,312 $1.11 Million
Q1 2023

May 10, 2023

BUY
$136.57 - $153.91 $148 Million - $167 Million
1,087,289 New
1,087,289 $7,000
Q4 2021

Feb 14, 2022

SELL
$138.79 - $164.19 $1.03 Million - $1.22 Million
-7,439 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$135.24 - $145.68 $1.01 Million - $1.08 Million
7,439 New
7,439 $1.04 Million
Q1 2021

May 11, 2021

SELL
$122.15 - $140.16 $888,763 - $1.02 Million
-7,276 Closed
0 $0
Q2 2020

Aug 06, 2020

BUY
$109.33 - $124.69 $13,119 - $14,962
120 Added 1.68%
7,276 $870,000
Q4 2019

Feb 10, 2020

BUY
$116.63 - $126.09 $834,604 - $902,300
7,156 New
7,156 $894,000

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 $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 Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, 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 Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.