A detailed history of Trellis Wealth Advisors LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 1,825 shares of PG stock, worth $298,989. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,825
Previous 1,948 6.31%
Holding current value
$298,989
Previous $285 Million 3.73%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Apr 19, 2024

SELL
$147.42 - $162.61 $18,132 - $20,001
-123 Reduced 6.31%
1,825 $296 Million
Q4 2023

Jan 19, 2024

SELL
$143.0 - $153.52 $14,300 - $15,352
-100 Reduced 4.88%
1,948 $285 Million
Q3 2023

Oct 23, 2023

SELL
$145.86 - $157.09 $5,980 - $6,440
-41 Reduced 1.96%
2,048 $299 Million
Q2 2023

Aug 10, 2023

BUY
$142.5 - $156.57 $297,682 - $327,074
2,089 New
2,089 $317 Million
Q4 2022

Aug 10, 2023

SELL
$123.76 - $153.95 $17,450 - $21,706
-141 Reduced 6.75%
1,948 $295 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 $388B
  • 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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