Wealthspire Advisors, LLC Procter & Gamble CO Transaction History

Wealthspire Advisors, LLC

$7.49 Billion
Q1 2024

A detailed history of Wealthspire Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 51,808 shares of PG stock, worth $8.49 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

51,808

Previous 53,057 2.35%

Holding current value

$8.49 Million

Previous $7.77 Million 8.12%

% of portfolio

0.11%

Previous 0.11%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$147.42 - $162.61 $184,127 - $203,099	-1,249 Reduced 2.35%	51,808 $8.41 Million
Q4 2023 Feb 06, 2024	BUY	$143.0 - $153.52 $1.17 Million - $1.26 Million	8,179 Added 18.22%	53,057 $7.77 Million
Q3 2023 Nov 06, 2023	BUY	$145.86 - $157.09 $1.23 Million - $1.33 Million	8,453 Added 23.21%	44,878 $6.55 Million
Q2 2023 Jul 31, 2023	BUY	$142.5 - $156.57 $40,185 - $44,152	282 Added 0.78%	36,425 $5.53 Million
Q1 2023 May 09, 2023	SELL	$136.57 - $153.91 $787,326 - $887,291	-5,765 Reduced 13.76%	36,143 $5.37 Million

Q4 2022 Feb 13, 2023	BUY	$123.76 - $153.95 $614,468 - $764,361	4,965 Added 13.44%	41,908 $6.35 Million
Q3 2022 Nov 14, 2022	BUY	$126.25 - $149.93 $525,705 - $624,308	4,164 Added 12.7%	36,943 $4.66 Million
Q2 2022 Aug 09, 2022	BUY	$132.36 - $163.65 $389,667 - $481,785	2,944 Added 9.87%	32,779 $4.71 Million
Q1 2022 May 09, 2022	SELL	$143.22 - $164.21 $1.04 Million - $1.19 Million	-7,254 Reduced 19.56%	29,835 $4.56 Million
Q4 2021 Feb 14, 2022	SELL	$138.79 - $164.19 $351,693 - $416,057	-2,534 Reduced 6.4%	37,089 $6.07 Million
Q3 2021 Nov 15, 2021	BUY	$135.24 - $145.68 $2.05 Million - $2.21 Million	15,146 Added 61.88%	39,623 $5.54 Million
Q2 2021 Aug 13, 2021	SELL	$131.18 - $138.43 $5.25 Million - $5.54 Million	-40,028 Reduced 62.05%	24,477 $3.3 Million
Q1 2021 May 17, 2021	BUY	$122.15 - $140.16 $2.1 Million - $2.41 Million	17,196 Added 36.35%	64,505 $8.74 Million
Q4 2020 Feb 16, 2021	BUY	$135.51 - $144.49 $3.76 Million - $4.01 Million	27,756 Added 141.95%	47,309 $6.58 Million
Q3 2020 Nov 16, 2020	BUY	$119.98 - $140.51 $91,544 - $107,209	763 Added 4.06%	19,553 $2.72 Million
Q2 2020 Aug 14, 2020	SELL	$109.33 - $124.69 $3.89 Million - $4.44 Million	-35,592 Reduced 65.45%	18,790 $2.25 Million
Q1 2020 May 12, 2020	BUY	$97.7 - $127.14 $4.12 Million - $5.36 Million	42,165 Added 345.13%	54,382 $5.98 Million
Q4 2019 Feb 14, 2020	BUY	$116.63 - $126.09 $226,028 - $244,362	1,938 Added 18.85%	12,217 $1.53 Million
Q3 2019 Nov 12, 2019	BUY	$110.49 - $124.57 $584,934 - $659,473	5,294 Added 106.2%	10,279 $1.28 Million
Q2 2019 Aug 13, 2019	BUY	$102.91 - $112.33 $162,803 - $177,706	1,582 Added 46.49%	4,985 $547,000
Q1 2019 May 08, 2019	BUY	$90.44 - $104.05 $52,455 - $60,349	580 Added 20.55%	3,403 $354,000
Q4 2018 Feb 14, 2019	BUY	$78.87 - $96.64 $222,650 - $272,814	2,823 New	2,823 $259,000

Others Institutions Holding PG

# of Institutions

3,899

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 $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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Procter & Gamble CO Transaction History