9258 Wealth Management, LLC PG Holdings History
9258 Wealth Management, LLC's Procter & Gamble Co Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 120,638.00 shares of Procter & Gamble Co(PG), totaling $20.89 Mil. This investment constitutes 3.11% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0.01% of the outstanding Procter & Gamble Co(PG) stock.
The initial trade took place in 2018Q4. And since then 9258 Wealth Management, LLC has made 9 purchases of PG, at an average price of $113.18, for a total of 159,791.00 shares. In addition, there have been 14 sales at an average price of $125.25 for 39,153.00 shares. Based on historical transaction data and PG's current price of $158.28, 9258 Wealth Management, LLC's estimated gain on his PG holdings is $5.91 Mil, reflecting a 32.70% gain to date.
9258 Wealth Management, LLC PG ($158.28) Holding Chart
9258 Wealth Management, LLC PG ($158.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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