A detailed history of Wellspring Financial Advisors, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 4,014 shares of PG stock, worth $661,988. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,014
Previous 3,839 4.56%
Holding current value
$661,988
Previous $563 Million 15.77%
% of portfolio
0.1%
Previous 0.14%

Shares

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

May 01, 2024

BUY
$147.42 - $162.61 $25,798 - $28,456
175 Added 4.56%
4,014 $651 Million
Q4 2023

Feb 13, 2024

BUY
$143.0 - $153.52 $27,742 - $29,782
194 Added 5.32%
3,839 $563 Million
Q3 2023

Nov 14, 2023

BUY
$145.86 - $157.09 $729 - $785
5 Added 0.14%
3,645 $532 Million
Q2 2023

Aug 11, 2023

BUY
$142.5 - $156.57 $285 - $313
2 Added 0.05%
3,640 $552 Million
Q1 2023

May 12, 2023

SELL
$136.57 - $153.91 $92,731 - $104,504
-679 Reduced 15.73%
3,638 $541 Million
Q4 2022

Feb 13, 2023

BUY
$123.76 - $153.95 $75,122 - $93,447
607 Added 16.36%
4,317 $654,000
Q3 2022

Nov 14, 2022

SELL
$126.25 - $149.93 $4,040 - $4,797
-32 Reduced 0.86%
3,710 $468,000
Q2 2022

Aug 12, 2022

BUY
$132.36 - $163.65 $1,720 - $2,127
13 Added 0.35%
3,742 $538,000
Q1 2022

May 10, 2022

BUY
$143.22 - $164.21 $15,467 - $17,734
108 Added 2.98%
3,729 $570,000
Q4 2021

Jan 03, 2022

BUY
$138.79 - $164.19 $10,964 - $12,971
79 Added 2.23%
3,621 $592,000
Q3 2021

Nov 12, 2021

BUY
$135.24 - $145.68 $135 - $145
1 Added 0.03%
3,542 $495,000
Q2 2021

Aug 13, 2021

SELL
$131.18 - $138.43 $19,939 - $21,041
-152 Reduced 4.12%
3,541 $478,000
Q1 2021

May 17, 2021

SELL
$122.15 - $140.16 $488 - $560
-4 Reduced 0.11%
3,693 $406,000
Q4 2020

Feb 16, 2021

BUY
$135.51 - $144.49 $135 - $144
1 Added 0.03%
3,697 $514,000
Q3 2020

Nov 13, 2020

BUY
$119.98 - $140.51 $239 - $281
2 Added 0.05%
3,696 $514,000
Q2 2020

Aug 14, 2020

BUY
$109.33 - $124.69 $109 - $124
1 Added 0.03%
3,694 $442,000
Q1 2020

May 14, 2020

BUY
$97.7 - $127.14 $360,806 - $469,528
3,693 New
3,693 $406,000

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 $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
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