Wealth Effects LLC Procter & Gamble CO Transaction History

Wealth Effects LLC

$269 Million
Q1 2024

A detailed history of Wealth Effects LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Wealth Effects LLC holds 9,580 shares of PG stock, worth $1.58 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

9,580

Previous 9,880 3.04%

Holding current value

$1.58 Million

Previous $1.45 Million 7.39%

% of portfolio

0.58%

Previous 0.55%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$147.42 - $162.61 $44,225 - $48,783	-300 Reduced 3.04%	9,580 $1.55 Million
Q4 2023 Jan 29, 2024	BUY	$143.0 - $153.52 $2,145 - $2,302	15 Added 0.15%	9,880 $1.45 Million
Q3 2023 Oct 16, 2023	BUY	$145.86 - $157.09 $5,250 - $5,655	36 Added 0.37%	9,865 $1.44 Million
Q2 2023 Jul 18, 2023	SELL	$142.5 - $156.57 $1,140 - $1,252	-8 Reduced 0.08%	9,829 $1.49 Million
Q1 2023 May 04, 2023	SELL	$136.57 - $153.91 $15,705 - $17,699	-115 Reduced 1.16%	9,837 $1.46 Million

Q4 2022 Feb 02, 2023	BUY	$123.76 - $153.95 $23,514 - $29,250	190 Added 1.95%	9,952 $1.51 Million
Q3 2022 Nov 14, 2022	BUY	$126.25 - $149.93 $23,482 - $27,886	186 Added 1.94%	9,762 $1.23 Million
Q2 2022 Aug 03, 2022	BUY	$132.36 - $163.65 $209,790 - $259,385	1,585 Added 19.83%	9,576 $1.38 Million
Q1 2022 May 16, 2022	SELL	$143.22 - $164.21 $10,025 - $11,494	-70 Reduced 0.87%	7,991 $1.22 Million
Q4 2021 Feb 09, 2022	BUY	$138.79 - $164.19 $1.12 Million - $1.32 Million	8,061 New	8,061 $1.32 Million

Others Institutions Holding PG

# of Institutions

3,896

Shares Held

1.52B

Call Options Held

12.9M

Put Options Held

10.3M

View Full List

About PROCTER & GAMBLE Co

Ticker PG
Exchange NYSE
Sector Consumer Defensive
Industry Household & Personal Products
Shares Outstandng 2,369,700,096
Market Cap $391B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Account

Wealth Effects LLC Procter & Gamble CO Transaction History