A detailed history of Transform Wealth, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Transform Wealth, LLC holds 2,274 shares of PG stock, worth $384,010. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,274
Previous 2,714 16.21%
Holding current value
$384,010
Previous $440,000 14.77%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 15, 2024

SELL
$155.33 - $168.56 $68,345 - $74,166
-440 Reduced 16.21%
2,274 $375,000
Q1 2024

Apr 15, 2024

SELL
$147.42 - $162.61 $619,753 - $683,612
-4,204 Reduced 60.77%
2,714 $440,000
Q4 2023

Jan 18, 2024

BUY
$143.0 - $153.52 $39,039 - $41,910
273 Added 4.11%
6,918 $1.01 Million
Q3 2023

Oct 10, 2023

SELL
$145.86 - $157.09 $1.77 Million - $1.9 Million
-12,106 Reduced 64.56%
6,645 $969,000
Q2 2023

Jul 13, 2023

BUY
$142.5 - $156.57 $4,417 - $4,853
31 Added 0.17%
18,751 $2.85 Million
Q1 2023

Apr 14, 2023

BUY
$136.57 - $153.91 $765,338 - $862,511
5,604 Added 42.73%
18,720 $2.78 Million
Q4 2022

Jan 12, 2023

BUY
$123.76 - $153.95 $706,669 - $879,054
5,710 Added 77.1%
13,116 $0
Q3 2022

Oct 21, 2022

SELL
$126.25 - $149.93 $103,146 - $122,492
-817 Reduced 9.94%
7,406 $935,000
Q2 2022

Jul 15, 2022

SELL
$132.36 - $163.65 $4,367 - $5,400
-33 Reduced 0.4%
8,223 $1.18 Million
Q1 2022

Apr 25, 2022

SELL
$143.22 - $164.21 $125,031 - $143,355
-873 Reduced 9.56%
8,256 $1.26 Million
Q4 2021

Jan 26, 2022

SELL
$138.79 - $164.19 $113,807 - $134,635
-820 Reduced 8.24%
9,129 $1.49 Million
Q3 2021

Oct 15, 2021

SELL
$135.24 - $145.68 $98,725 - $106,346
-730 Reduced 6.84%
9,949 $1.39 Million
Q2 2021

Jul 20, 2021

BUY
$131.18 - $138.43 $385,669 - $406,984
2,940 Added 37.99%
10,679 $1.44 Million
Q1 2021

Apr 22, 2021

SELL
$122.15 - $140.16 $10,749 - $12,334
-88 Reduced 1.12%
7,739 $1.05 Million
Q4 2020

Jan 20, 2021

SELL
$135.51 - $144.49 $411,408 - $438,671
-3,036 Reduced 27.95%
7,827 $1.09 Million
Q3 2020

Oct 21, 2020

SELL
$119.98 - $140.51 $43,192 - $50,583
-360 Reduced 3.21%
10,863 $1.51 Million
Q2 2020

Jul 22, 2020

SELL
$109.33 - $124.69 $100,802 - $114,964
-922 Reduced 7.59%
11,223 $1.34 Million
Q1 2020

Apr 30, 2020

BUY
$97.7 - $127.14 $88,223 - $114,807
903 Added 8.03%
12,145 $1.34 Million
Q4 2019

Jan 24, 2020

SELL
$116.63 - $126.09 $74,876 - $80,949
-642 Reduced 5.4%
11,242 $1.4 Million
Q3 2019

Oct 24, 2019

SELL
$110.49 - $124.57 $780,169 - $879,588
-7,061 Reduced 37.27%
11,884 $1.48 Million
Q2 2019

Jul 30, 2019

BUY
$102.91 - $112.33 $1.3 Million - $1.42 Million
12,668 Added 201.82%
18,945 $2.08 Million
Q1 2019

Apr 12, 2019

SELL
$90.44 - $104.05 $168,489 - $193,845
-1,863 Reduced 22.89%
6,277 $653,000
Q4 2018

Jan 30, 2019

SELL
$78.87 - $96.64 $31,469 - $38,559
-399 Reduced 4.67%
8,140 $748,000
Q3 2018

Oct 25, 2018

SELL
$77.86 - $85.82 $157,666 - $173,785
-2,025 Reduced 19.17%
8,539 $711,000
Q2 2018

Aug 03, 2018

SELL
$70.94 - $79.05 $87,114 - $97,073
-1,228 Reduced 10.41%
10,564 $825,000
Q1 2018

May 03, 2018

SELL
$75.91 - $91.89 $192,204 - $232,665
-2,532 Reduced 17.68%
11,792 $935,000
Q4 2017

Feb 08, 2018

SELL
$86.05 - $93.14 $12,133 - $13,132
-141 Reduced 0.97%
14,324 $1.32 Million
Q3 2017

Oct 19, 2017

BUY
$90.67 - $94.4 $1.31 Million - $1.37 Million
14,465
14,465 $1.32 Million

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 $400B
  • 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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