A detailed history of Uma Financial Services, Inc. transactions in Procter & Gamble CO stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,392 shares of PG stock, worth $741,677. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,392
Previous 4,270 2.86%
Holding current value
$741,677
Previous $692,000 4.62%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jul 17, 2024

BUY
$155.33 - $168.56 $18,950 - $20,564
122 Added 2.86%
4,392 $724,000
Q1 2024

Apr 17, 2024

SELL
$147.42 - $162.61 $39,066 - $43,091
-265 Reduced 5.84%
4,270 $692,000
Q4 2023

Jan 23, 2024

BUY
$143.0 - $153.52 $143 - $153
1 Added 0.02%
4,535 $664,000
Q3 2023

Oct 10, 2023

SELL
$145.86 - $157.09 $583 - $628
-4 Reduced 0.09%
4,534 $661,000
Q2 2023

Jul 05, 2023

BUY
$142.5 - $156.57 $224,295 - $246,441
1,574 Added 53.1%
4,538 $688,000
Q1 2023

Apr 20, 2023

BUY
$136.57 - $153.91 $136 - $153
1 Added 0.03%
2,964 $440,000
Q4 2022

Jan 25, 2023

BUY
$123.76 - $153.95 $3,341 - $4,156
27 Added 0.92%
2,963 $0
Q3 2022

Oct 06, 2022

SELL
$126.25 - $149.93 $3,282 - $3,898
-26 Reduced 0.88%
2,936 $379,000
Q2 2022

Aug 02, 2022

BUY
$132.36 - $163.65 $5,162 - $6,382
39 Added 1.33%
2,962 $423,000
Q1 2022

May 05, 2022

BUY
$143.22 - $164.21 $15,467 - $17,734
108 Added 3.84%
2,923 $460,000
Q4 2021

Jan 11, 2022

BUY
$138.79 - $164.19 $8,466 - $10,015
61 Added 2.21%
2,815 $458,000
Q3 2021

Oct 19, 2021

BUY
$135.24 - $145.68 $5,815 - $6,264
43 Added 1.59%
2,754 $398,000
Q2 2021

Jul 23, 2021

SELL
$131.18 - $138.43 $3,279 - $3,460
-25 Reduced 0.91%
2,711 $374,000
Q4 2020

Feb 19, 2021

SELL
$135.51 - $144.49 $15,854 - $16,905
-117 Reduced 4.1%
2,736 $354,000
Q3 2020

Nov 04, 2020

BUY
$119.98 - $140.51 $119 - $140
1 Added 0.04%
2,853 $395,000
Q2 2020

Aug 11, 2020

BUY
$109.33 - $124.69 $2,951 - $3,366
27 Added 0.96%
2,852 $383,000
Q1 2020

Apr 23, 2020

BUY
$97.7 - $127.14 $97 - $127
1 Added 0.04%
2,825 $337,000
Q4 2019

Jan 14, 2020

SELL
$116.63 - $126.09 $1,516 - $1,639
-13 Reduced 0.46%
2,824 $353,000
Q3 2019

Nov 26, 2019

BUY
$110.49 - $124.57 $313,460 - $353,405
2,837 New
2,837 $342,000

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 $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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