A detailed history of Xcel Wealth Management, LLC transactions in Procter & Gamble CO stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 4,660 shares of PG stock, worth $805,015. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,660
Previous 4,660 -0.0%
Holding current value
$805,015
Previous $768,000 4.95%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Jul 23, 2024

SELL
$155.33 - $168.56 $165,271 - $179,347
-1,064 Reduced 18.59%
4,660 $768,000
Q1 2024

Apr 22, 2024

BUY
$147.42 - $162.61 $9,434 - $10,407
64 Added 1.13%
5,724 $928,000
Q4 2023

Jan 29, 2024

SELL
$143.0 - $153.52 $4,147 - $4,452
-29 Reduced 0.51%
5,660 $829,000
Q3 2023

Oct 17, 2023

BUY
$145.86 - $157.09 $138,567 - $149,235
950 Added 20.05%
5,689 $829,000
Q2 2023

Jul 26, 2023

SELL
$142.5 - $156.57 $14,250 - $15,657
-100 Reduced 2.07%
4,739 $719,000
Q1 2023

Apr 25, 2023

BUY
$136.57 - $153.91 $5,599 - $6,310
41 Added 0.85%
4,839 $719,000
Q2 2022

Jul 26, 2022

BUY
$132.36 - $163.65 $397 - $490
3 Added 0.06%
4,798 $690,000
Q4 2021

Feb 03, 2022

BUY
$138.79 - $164.19 $3,053 - $3,612
22 Added 0.46%
4,795 $784,000
Q1 2021

Apr 15, 2021

BUY
$122.15 - $140.16 $1,343 - $1,541
11 Added 0.23%
4,773 $646,000
Q4 2020

Jan 13, 2021

BUY
$135.51 - $144.49 $3,252 - $3,467
24 Added 0.51%
4,762 $662,000
Q2 2020

Jul 10, 2020

BUY
$109.33 - $124.69 $73,032 - $83,292
668 Added 16.41%
4,738 $566,000
Q1 2020

Apr 07, 2020

BUY
$97.7 - $127.14 $1,172 - $1,525
12 Added 0.3%
4,070 $447,000
Q1 2019

Nov 12, 2019

BUY
$90.44 - $104.05 $3,165 - $3,641
35 Added 0.87%
4,058 $422,000
Q4 2018

Nov 12, 2019

BUY
$78.87 - $96.64 $317,294 - $388,782
4,023 New
4,023 $369,000

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 $409B
  • 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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