Summit Wealth Partners, LLC Procter & Gamble CO Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 2,709 shares of PG stock, worth $451,265. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,709
Previous 2,703 0.22%
Holding current value
$451,265
Previous $446 Million 5.24%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 28, 2024
BUY
$160.76 - $177.82 $964 - $1,066
6 Added 0.22%
2,709 $469 Million
Q2 2024

Sep 11, 2024
SELL
$155.33 - $168.56 $117,429 - $127,431
-756 Reduced 21.86%
2,703 $446 Million
Q1 2024

Sep 11, 2024
BUY
$147.42 - $162.61 $737 - $813
5 Added 0.14%
3,459 $561 Million
Q4 2023

Sep 11, 2024
BUY
$143.0 - $153.52 $1,001 - $1,074
7 Added 0.2%
3,454 $506 Million
Q3 2023

Sep 11, 2024
SELL
$145.86 - $157.09 $86,786 - $93,468
-595 Reduced 14.72%
3,447 $503 Million
Q2 2023

Sep 11, 2024
BUY
$142.5 - $156.57 $1,425 - $1,565
10 Added 0.25%
4,042 $613 Million
Q1 2023

Sep 11, 2024
SELL
$136.57 - $153.91 $23,080 - $26,010
-169 Reduced 4.02%
4,032 $600 Million
Q4 2022

Sep 11, 2024
BUY
$123.76 - $153.95 $1,361 - $1,693
11 Added 0.26%
4,201 $637 Million
Q3 2022

Sep 11, 2024
BUY
$126.25 - $149.93 $23,861 - $28,336
189 Added 4.72%
4,190 $529 Million
Q2 2022

Sep 11, 2024
BUY
$132.36 - $163.65 $1,323 - $1,636
10 Added 0.25%
4,001 $575 Million
Q1 2022

Sep 11, 2024
SELL
$143.22 - $164.21 $20,480 - $23,482
-143 Reduced 3.46%
3,991 $610 Million
Q4 2021

Sep 10, 2024
BUY
$138.79 - $164.19 $18,042 - $21,344
130 Added 3.25%
4,134 $676 Million
Q3 2021

Sep 10, 2024
SELL
$135.24 - $145.68 $77,492 - $83,474
-573 Reduced 12.52%
4,004 $560 Million
Q2 2021

Sep 10, 2024
SELL
$131.18 - $138.43 $13,118 - $13,843
-100 Reduced 2.14%
4,577 $618 Million
Q1 2021

Sep 10, 2024
BUY
$122.15 - $140.16 $610 - $700
5 Added 0.11%
4,677 $633 Million
Q4 2020

Sep 10, 2024
BUY
$135.51 - $144.49 $677 - $722
5 Added 0.11%
4,672 $650 Million
Q3 2020

Sep 10, 2024
BUY
$119.98 - $140.51 $170,011 - $199,102
1,417 Added 43.6%
4,667 $649 Million
Q2 2020

Sep 10, 2024
BUY
$109.33 - $124.69 $11,588 - $13,217
106 Added 3.37%
3,250 $389 Million
Q1 2020

Sep 10, 2024
BUY
$97.7 - $127.14 $488 - $635
5 Added 0.16%
3,144 $346 Million
Q4 2019

Sep 09, 2024
BUY
$116.63 - $126.09 $366,101 - $395,796
3,139 New
3,139 $392 Million

Others Institutions Holding PG

# of Institutions
4,030
Shares Held
1.58B
Call Options Held
12.6M
Put Options Held
9.66M
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 $395B
  • 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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